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cards Editing active cards (with linked temporary cards) Editing temporary cards … Merging temporary cards into active cards Temporary cards can be merged into the active card they … to the temporary card, NOT the active card.

Select Cards to Merge - on the Card List Use the checkboxes to mark all cards required … Cards are the relevant cards for this). … How will my merged cards appear in the card list?

Library cards can be updated both individually and in bulk when changes are required. … From the edit form, values in the "Document Card Info" section, including (but not limited to) the associated

Export Export list of cards Users can export a list of card data from the  Multi-Project Card Report  … To query card data across multiple projects, access the multi-project card report. … Filtering Unlike the Card List , the Multi-Project Card Report displays a blank grid when opened (unless

, and locking them manually: Card List (*select cards*) > More Actions > Lock Selected Cards This same … Transmitting a card If you submit a card it automatically becomes locked. … How cards become locked There are three ways that a card can become locked: 1.

Default V (for Void) Card was required Card was locked ( AND submitted to customer ) Then card changed … ): Document is required Card is locked (AND was submitted to customer) Card was merged into another card … Cards become locked if ANY of the following actions have been performed: The card has been submitted

otherwise organize cards in specific ways. … the organization of the table of contents and sorts the cards to match.  … Note:  The card reference is set by the level that was selected on the doc code list.

In DocBoss, the Card List is the list of documents that will be managed on the project. … Each test procedure card can be updated to reflect the appropriate title and document numbers. … In order to manage each test procedure independently, multiple cards can be created to represent each

in the assign card grid. … is the project document card list. … Assign to Doc Card grid (right) You can use the DocCode Filter above the grid to trim down the cards

cards for submittal. … reflected in the card list. … cards from being queued for submittal.

(So the merged card and the now deleted card will have the same file attached) Unmerge card: This … In the Card List , select the Edit icon from the Tools column in the row for the merged card. … The card slide will open. At the top, it will list all cards that are included in the merge.

After unpacking, non-card segments can be assigned back into existing cards. … Bring the file in as usual, and assign the incoming package to the package card (i.e., the card without … Reorder cards If the order of the cards was adjusted, the grid can be rearranged to match the returned

How to Enable Manual Cards To add manual cards to a project, you must first ensure the manual card … From here, you can select "yes" from the dropdown menu to enable the manual cards module.

: Add Custom Doc Code/Card Fields. … DocBoss allows you to create and manage multiple versions of a single card. … Language column shows the applicable language for each card.

card. … Under the Cards heading, select Card to Unit Changes . … are processed: On the Card List, cards with pending card to unit changes display the unit changes in

Save the card Now you have a new card added to the card list. … Add Cards To add an individual card, click the + in the top right of the card list screen. … card.

Usually when a copy or sheet is created from a card, the new card is expected to be a different, but … This returns the file and history to the original card, without affecting the new card. 9. … or card name to find the match).

cards on the project's Card List. … Click Create Cards and Match (2). Don't see this option? … To create manual cards for these: 1. Select the applicable files. 2.

the export by card name or ID. … , the history record of all cards can be exported. … Below the SDI Reports grid, the "Card History Export" option is available.

: Enable Manual Cards To bulk add manual cards, use the "Add/Edit Data via CSV" function. … The bulk creation of manual cards is ideal to use when you have a lot of cards you want to create. … For more information on editing cards via CSV click here .