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Instructions for setting up and using a provided .xlsx TOC template.

Instructions for grouping the compilation contents by a value from the equipment list (e.g., Item/Model, Tag No., etc.).

Instructions to create multiple compilations using any equipment field.

Instructions to create and use a compilation/package preset. Directions for updating a pre-existing preset and switching to a different present are also provided.

Information pertaining to compilation revision indexes and their use case.

Instructions for setting a TOC and/or bookmark pattern using different conditions. Useful when different types of cards require different naming conventions.

To reduce manual work, a default compilation layout can be set up and used on any/all projects.  To set the default layout for compilations, navigate to System Menu > Admin > Compil. & Pkg Presets . To add a new compilation or package pre...

Step-by-step instructions for how to create and build the basic structure of a compilation.

Overview of the available options for organizing and structuring a compilation.

Overview of the five templates used in compilations, and the impact of the templates on the overall structure.

Information pertaining to the different options available to organize the TOC and contents of the compilation.

Instructions for sorting the table of contents (and associated cards).

Instructions to link a compilation (or compilation table of contents) to a doc code. Instructions to unlink are also provided.

Project Configuration  Create "NDE log" as an Additional Data Type . Add columns Drawing Number Weld ID *Test Type (MPI, Visual, Radiographic) Test / Certificate number Sub-Supplier (Fabricator) COMBO level: Drawing Number + ...

Instructions for creating and using a compilation layout, both at the system and project level.

Instructions for regenerating a compilation, and steps to take if/when the regenerate button is not available.

Steps to change the default setting preventing compilation submittal prior to completion.

Instructions for setting up a package code, and the associated impact on the card list. Guidance around uploading documents and submitting the package are also provided.