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be assigned to its own card. … DocBoss will then assign the library document to the card, and update the document card title to match … In this case – DocBoss will search all library document meta-data for the reference of the document card

and opening the card history (via the clock icon under "Tools") for the cards(s) in question. … From card history Files that have already been processed can be reverted by navigating to the card list … Once on the card history screen, find the history entry for the most recent submittal and click the "

on upload, and see the current status of the card. … to generate (or choose select all) Click to Start generation Note that by default, we hide the cards … stage, and they make a submittal, the system will now reset the due date for that card using the "deliver

if a Project has less than 250 cards. … Expedite Expedite NULL cards option update When "Expedite NULL cards" is enabled on expedite reports … , we now show all NULL overdue cards only.

Select any card within the field you wish to search, and copying the dash character. … If using manual numbering, download card list data, edit in CSV, and upload again with "Overwrite OK" … If cards are locked, document numbers can be manually overwritten, but it will likely be simpler and

determines whether a cover page will be added, if a stamp is required, or both/neither are needed for cards … by selecting all doc codes, clicking "Apply" and choosing the "Cover Page / Stamps (to Cards)" option … It is possible to edit the cover page/stamp setting for a specific card by opening the edit form (pencil

Card management Upload cards via CSV Fewer mandatory fields are required when uploading manual cards … Grids Card List CSV export inherit grid sort Users now have the ability to download the CSV Card … Library Custom Fields for library cards Custom fields are available to store library card metadata

How to display the column on the card list … Simply enable the Doc Number Pass Through (Supplier) for the code (or the specific card). … While you normally track the sub-supplier number in your card list (in the sub-supplier document number

Sort Cards in Compilation 8. … cards where "No stamp and no cover page" has been selected. … "Respect cover page suppression for each card" option will prevent a cover pages from being added to

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. … Enhanced Query Use wildcards in queries when auto-attaching library files to project cards.

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. … If the Card is Order Level by default, the Sub-Supplier it’s set to the internal company (even if there

Sorting The cards included in the grid can be sorted to show only the most relevant actions: "Visibility … due date problems only: This will show only the cards where the action due date it is after customer … This will show the actions that have been assigned on a Project that has been hidden Show/hide action/card

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

Select all cards for bulk completion. 3. … Once complete, the cards will disappear from the grid unless they have other pending routings. … Record is saved in the card history of which user bulk completed the routings if this was done on behalf

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

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

Card list Document list List of documents on a project. … Each card contains all of the metadata and revisions for a document. … component cards are NOT to be submitted to the customer individually).