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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.

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

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

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

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

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

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

: 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 … Create and manage the list of documents on the project 6) Cards In/Out Bring files into

Note for Admin users: to make changes to the overdue cards report, see Edit the Default Overdue Cards … Changes to card layout should be applied:  Choose whether to apply card list layout changes globally

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

Drag the page(s) across to the card list. … DocBoss allows the user to select individual pages from a multi-page pdf, and assign them to separate cards

In these cases, custom fields with custom lists need to be created on your Cards so that data will be … How to add the users list in the system Users lists can be set using custom Doc Code/Card Fields with

Cards in DocBoss have a workflow associated with them. … With proper setup and following procedures, DocBoss will automate the next required step in your card

, no cover page will be added to that card in the compilation. … The Index and compilation will automatically update to reflect any card changes upon submittal. … Note: When "Respect cover page suppression for each card" is selected - whether you've selected to "Keep

Doc Code This is the DocCode that will appear as reference on your card. … many configurations on the Code List (Requirements) grid that will affect the setup and management of cards … This allows you to still enter the code for tracking purposes but identifies that the cards for this

If you look at the card list - you will see the list of custom values related to the card. … Equipment List - is where you can enter/edit the values How are they linked to my cards?

have assigned a Reviewing Option to your document, when it becomes due it will show a warning for the cards

designate a set of pages as the package comment sheet which will be circulated with each individual card … Package comment sheet During the unpacking process, comment sheets are often provided for each returned card