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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

, 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

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

(Note you can download a fully populated cover sheet from the card history screen , and attach prior … files manually and then upload again in the system the completed book and assign it to the compilation card

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?

Default Options Doc Code Default Options Project Label Landing Page Dashboard Card

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

NOTE: When generating the Compilation or TOC, if this template contains information related to the Card … layout and the sections that have been selected, but will not contain the information related to the Card

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

Project > Card States Project > Internal Approval Statuses Project->Project log Expedite … Report Project->Expedite Settings Project->DocCode list->Attach compilation Project->Card List … Stage Lists Library Folders Lists > Companies Lists > Companies > Contacts Multi-Project 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 .)

NOTE: If you are looking for a "Standing Comment" you should enable a custom field for the card . … When to add comments Comments can be added during the assign process, directly on the Card through

Updating it on the outgoing submittal will then update the date in the card history and all templates

Do not display cards in SDI When the list is created, Do not display cards in SDI can be marked … if these cards don’t need to be listed in the SDI Report. … Auto-generate numbers By default, the cards using the new Stage List will have the customer

Fields to access the library card field list. … reached the review period or expiration date, an alert will appear in the library reminding you that cards … Adding/Editing Library Custom Fields From the settings gear, select Admin > Customization > Library Card

This will create a card for each of the assemblies. … Just upload the tag specific MTR packages directly into the cards. … Each card will be filled with the correct MTRs for the specific assembly.

First, ensure the correct Stage List is selected for the doc code (or card).

Hover over text that appears with a double underline - for example, card list - to see a definition of

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.