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Reports Export card history for all cards on a project From the Index Reports & Compilations screen … within a project, you can export the history for all cards on the project. … and template level: Default stage list Default option for the "stamps/cover page" doc code/card

All Auto-Generated cards are directly linked to the equipment. … Obsolete Cards and How to Manage Them, click to learn more. … DocBoss supports those and helps you manage the changes to your document cards.

For more information about editing cards via CSV please check out the article: Edit Cards via CSV file … There are several options to overwrite the Sub-Supplier on the Card List: 1. … Overwrite the Sub-Supplier on the Edit Card pop-up. - Click Edit icon under Tools column.

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.

Projects (All) Multi-Project Card Report Visibility of cards and projects:  The option to view cards … to review ALL cards in one place. … The areas that you will see the updated grids are as follows: Home Project List - Project Cards Card

for information about packages (and package-type compilations), see this article: Create Package of Cards … page preview cannot be linked to a doc code, so it will never show data related to the compilation card … If any of the Compilation templates contain information related to the Card (e.g., Document number, Revision

in the "File in Secondary File Format" area, via the card list. … the zip folder and upload the zip file as-is, you must drag and drop the zip folder directly onto the card … the uploaded documents to cards ** For more information about incoming files have a look at our

Each user has a queue (in the actions area) of cards pending signatures. … Once all cards are signed, the submittal is sent to the recipients. … The submittal is then placed on hold, while the cards are queued for signature by the assigned eSignatories

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

and  Create Cards and Match  features. … In DocBoss, you can use RegEx to parse card metadata from the file names when using the Bulk Processing … (see article:  Create Cards and Match ): It is not recommended to include symbols in the doc no. that

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

Example : The ID number of the "Description" doc code/card field is 3. … Once on the project template, navigate to the appropriate custom field type (e.g., Doc Code/Card Fields

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

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

Navigate to the code list ( Project Menu > Cards > Code List ) 2. … By default, the setting will restrict submittal until all contained cards are complete.

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