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Example : The ID number of the "Note" doc code/card field is 1. … & Equipment Types" tab and locate the section for the appropriate custom field type (e.g., Doc Code/Card

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.

card display Document Number The OR operator Use OR operator to take first non-null value. … An example change might be to use the upload file name, rather than the card pattern (doc number, etc … Usage Example: IF(" "="Manual", " "," ") Results: If Manual card display Reference If Auto-generated

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

Then, assign the file to the index card. … Navigate to incoming documents ( Project Menu > Cards In/Out > Incoming Documents ) and upload the PDF … Navigate to the code list ( Project Menu > Card > Code List ), and set the index doc code type to "Generated

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

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 … change 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

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 .)

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

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

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

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

additional flexibility is required Note : Manual cards are typically used for suppliers of equipment … Custom levels can be created if/when needed, and manual cards  can be used as an advanced option when … Optional - Add a query to mark cards as required/unrequired Select the codes from the grid that will

Our searches are heavily centralized on status. the status can be manually updated from the card list … You will lose the customer status field, making it hard to see what work is approved/not approved.

Fields & Equipment Types Import (and enable) custom fields, including doc code/card fields , equipment … equipment number, doc code level, stage list, etc.), enabling/disabling certain features (e.g., manual cards … expediting on or off for each target, and configure settings including the format of the report, how the cards

Once the section is created, move the entire compilation structure (cards, sections, etc.) into the new … To see specific card details (e.g., doc numbers, etc.), the compilation must be linked to the doc code … These arrays should be used within the and arrays in order to cross-reference card variables with the

A sequence is an incremental number of all cards entries. … If unchecked, all cards will be incrementally numbered throughout all doc codes. … required to have a customer doc number entered you can check this and it will not let you add a new card