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temporary cards into active cards Edit temporary cards Editing active cards (with linked temporary cards … Merging temporary cards into active cards Temporary cards can be merged into the active card they were … card.

card (with an option to keep that card intact), or you can merge cards into an entirely NEW card (which … Cards are the relevant cards for this). … cards.

, 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.

cards for submittal. … reflected in the card list. … (see article: Unpack Packaged Cards .

Assign files to cards To assign files to their corresponding cards, first locate the card in the grid … To begin assigning files to cards, navigate to  Project Menu > Cards In/Out > Incoming Documents  and … The Assign to  grid is a list of the cards on the project.

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

To permanently delete the library card, type "DELETE". … A disabled library card can also be re-enabled if required. … To disable a library card, click the trash bin icon under "Tools".

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.

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

cards on the project's card list before returning and matching the files. … Click Create Cards and Match (2). Don't see this option? … To create manual cards for unmatched files: 1. Select the applicable files. 2.

(So the merged card and the now deleted card will have the same file attached) Unmerge card: This will … the card list. … In the Card List , select the Edit icon from the Tools column in the row for the merged card.

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 … To add a non-card segment, click the "+" icon (under "Tools") beside the appropriate card and choose

) Card was merged into another card Default S (for Superseded): Document is required Card is locked ( … AND was submitted to customer) Card was merged into another card Other: Default A (for Active) The card … ) Then card changed to not required Default V (for Void) Card was required Card was locked ( AND submitted

How to Enable Manual Cards To add manual cards to a project, you must first ensure the manual card module … From the "Advanced" tab, expand the "Feature Management" section and click to enable the manual cards

Add Cards To add an individual card, click the "Add Card" button in the top right of the card list screen … Fill in remaining fields Once equipment has been linked to the card, complete card creation by filling … You can also add a new card from the incoming assign screen.

Cards (Individual) Create Manual Cards (Bulk) … Secondary codes can only be added to manual cards, and cannot be added to auto-generated cards. … at the time of manual card creation.

: 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

Cards screen for the missing card ( Cards > Obsolete Cards from the project menu). … Cannot find card in Card List If a card is not visible in the Card List , try the options below to find … Topics Cannot find card in Incoming Documents Cannot find card in Outgoing Submittals Cannot find card

: 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 about incoming files have a look at our video: Manual Cards