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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).

: 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

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

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

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

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

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 .)

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