Search results...

already uploaded to the card) you must select the code and click Apply to Cards (button at bottom) after … It's also possible to add new variables by creating custom Doc Code/Card fields. … You can edit this setting on each card prior to the submittal window if you prefer.

Show queue in brackets for cards with .atdc If there is routing assigned on a card, it will still show … will include the variables (until it has actually been assigned) Once it has been assigned to the card … Card List Status Columns There are new status columns and filters, that break down the now Status

: In the explanation of our menu items and features below, you will see many references to cards . … Each card stores its document's metadata (document number, status, due dates, and much more), current … working inside a project) System menu (from the gear icon on the top right of all screens) A note on cards

Do not display cards in SDI: If checked, cards using this stage list will not be listed on the SDI Report … Auto-generate numbers for:  By default, the cards will have the instance and customer auto-generated

Sub-Supplier List When using auto-generated cards, each card has a set of equipment linked to it. … This can be set by enabling the checkbox for "Expedite NULL cards": If enabled, when expediting emails … sub-suppliers, the system will include only the applicable documents (as per the sub-suppliers selected in the Card

In order to create Cards we will use Levels . … A Card is a storage container for every version of a document. … There may be many individual documents (which we name Cards ) for each code (as reflected in the vendor

Type=Published Level=combo level from previous step (Welder+Weld Type) Stage List=Hide cards … customer and weld procedures Type=Published Level=weld procedure Stage List=Hide cards … certificates to the library using the same convention (welder initials + weld type), you can auto-fill the cards

Processing Once a document has been assigned to a card, the card info slides in and you have the option … History While in the history of any card you can view the document at any entry.

This is the number of cards in “Stage Complete” status, vs the total number of cards. … Special group "Pinned" This groups displays all pinned cards, as well as all multi project cards. … This represents cards which are the USERS RESPONSIBILITY to submit.

In addition to sorting cards by TOC/Bookmark pattern (see article: Sort Cards in Compilation ), a compilation … docs, and the compilation structure also includes sections, the "If a section does not contain any cards … sub-package for order-level doc codes and/or hide sections and/or doc codes if they do not contain any cards

An example change might be to use the upload file name, rather than the card pattern (doc number, etc … |Multiple="TEXT" outputs TEXT if MORE THAN ONE equipment list value is assigned to card (but not … card display Document Number The OR operator Use OR operator to take first non-null value

Define which cards are to be included in the Reference you added. … Define which cards are to be included in the new Reference you added. … If we were to issue the IOM by “model” the card would show that we would be providing 3 manuals, and

Project dashboard summaries are now called tiles (vs cards) to avoid confusion with document cards. … Manage Translations Auto-create (and manage) secondary cards to store translated versions of documents … Reports New Email report for overdue cards New Email report for submittals not downloaded by target

Primary Doc Rev Warning: When there is a change to the doc card you have three options for a warning … the primary rev number you will not get a notification Require New - if you make a revision to a card … mandatory that you also change the primary rev number Warn if not changed - if you make a revision to a card

Sort Cards in Compilation 2.  … The system-generated doc code title page includes the doc code name and a full list of the cards contained … For customers who are still working with hard copy's, the compilation cover page is typically inserted

reports (MTRs) stored in the library, the easiest way to automatically attach these to a project's cards … (Note: this step is important as this is what tells DocBoss to search for the library card with the pattern … that matches the card's reference .)

comment/markup pages (on submittal) In the assign screen, after dragging and dropping the file to the card … desired, users can stop comment sheets from being included in the next submittal via a checkbox (for each card

Variables Generally, submittals include multiple cards, therefore variables are restricted to project … See bottom of page if you need to send one email per card, and need document specific variables for the … ONE CARD per one submittal * Some customers have an automated document processing solution in place

of the collapsed project card. … Now, if you have set up internal document codes, you can use them to skin the project cards. … Edit data on collapsed card view Administrators may now edit the data being displayed on all 5 rows

Overdue Cards Report This report includes all the overdue cards from various projects and can