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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

Sorting The cards included in the grid can be sorted to show only the most relevant actions: Options … 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 completed - Show action/card

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

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

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

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

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.

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

D) Doc Codes (Project Menu > Cards > Code List (Requirements)) Click + in grid and choose codes from … “NDE tests” to “NDE tests (PMI); NDE tests (Mag particle)" Manual cards (if levels not sufficient … Generic Codes Procedures: Opt1: Set to Order and duplicate cards for each procedure (all tags apply to

Details on filtering the multi-project card report can be found here . … Filtering "Other Data" on Multi-Project Card Report First thing is to bring the Other Data column

Select cards, and initiate submittal Select the documents you wish to send and start the submittal … For information on how to Set eSignature requirements per Doc Code (or Card) (Step 2), see our article

Note: Stages added to this library can only be added via the stage list editor on individual cards and … has been added to the library, it can be used when editing the stage list workflow on a particular card

Card Management Merge Copy history when unmerging a card When a user disassembles a merged card … Now – users can edit merged cards, regardless of whether duplicates have been created. … in the assigned area using the same prefixes which are available on the full card list (i.e.

To get started: Navigate to the Admin Menu Select Doc Code/Card Fields screen Choose … to your project then Project Hub > (Set Up) Project Fields Template Scroll down to "Doc Code/Card … information about creating and enabling custom fields on your project, see our article: Add Custom Doc Code/Card

customers allows you to re-use them in any of their Projects and the easiest way to automatically build the Card … Learn more about Doc Codes: Mapping customer codes to internal codes Differences between Codes and Cards