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Card State (more info here) tracks whether a card is active, void, cancelled, superseded etc. … " the cards which appear there. … Card management Manually process obsolete cards In the obsolete grid, we have added an option to "process

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

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

If the "Compare files" button is selected (below the card name), it will redirect to the card history … Processing The document viewer can be enabled after being assigned to a card. … History The document viewer can be enabled when reviewing the history of a card.

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

Add all cards to Ad-Hoc queue after submittal – Determines whether or not cards are automatically added … To see your outgoing submittals, navigate to Project Menu > Cards In/Out > Outgoing Submittals. … be returned (based on customer turn around days set on the project - Project Configuration > Main > Card

Reports can be attached to each applicable card in card list. - Once the SDI Reports have been linked … . - If there is more than one card created for the SDI Report (i.e. tag level was selected), the SDI … and they can be downloaded in the selected format (Excel/PDF or both) from documents column and the cards

Navigate to the card list for any project, select the card(s) you want to include in the export and click … via the Bulk Doc Download  function on the card list. … After clicking "Apply," the files from the selected card(s) will be prepared.

certificates Type=Published Level=combo level from previous step (Welder+Weld Type) Stage List=Hide cards … from customer and weld procedures Type=Published Level=weld procedure Stage List=Hide cards from customer … certificates to the library using the same convention (welder initials + weld type), you can auto-fill the cards

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

If the card needs to be expedited to a specific sub-supplier company, follow the steps in the article … If the company defined on the card differs from the actual sub-supplier, the sub-supplier company will … (s) for each each enabled target Summary - overview of the number of projects, companies/users, and cards

If returning a document to a card which is not expecting a return (i.e., the card is auto-completed and … Alternatively, you can find the card in the card list and download the file from either (A) the "Document … To see the card in the grid, make sure to enable the "Out of Workflow" cards by clicking the "Show" button

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

The stage list that is set for the card. 2. … The stage that the card is currently in.  … After clicking apply (to current card or to multiple cards), the updated stage list (and associated stages

When editing data via CSV (e.g., card list, equipment list, etc.), special characters can be removed

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

interface, our new Card List. … Also after a document has been assigned to a card, the card info slides in and give you the option to … Now you view and manage your cards from one single screen.

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 List … Library Custom Fields for library cards Custom fields are available to store library card metadata.

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 .)

Card list > Status combined column 2. … Once processed, the card status changes to X. … The next step is to route the card to a reviewer(s).