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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.

make changes to the meta data of individual documents in your library by navigating to your Documents cards … make changes to the meta data of multiple documents in your library by navigating to your Documents cards

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?

Export Export list of cards Users can export a list of card data from the  Multi-Project Card … 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

Is a card locked? There is a column on the Card List that displays if a card is Locked. … How do cards get locked? Transmitting a card If you submit a card it automatically becomes locked. … What does locking cards do?

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

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

(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.

card). … Assign returned package to the package card Follow the normal steps to bring the package card into an … After the unpack, you can assign non-card segments to back into existing cards.

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.

Attach a published document to a card Manually To manually assign published documents to a card … Library documents can only be connected to a project card from the Document Ref Assign screen. … You will set your level as you typically would, DocBoss will then create the applicable cards.

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.

for cards field. … If the selected pattern is "Reference", the Cards inside the Compilation will be sorted by the Card Reference … ) then the Reference for each Card will be the Tag Number).

To access card history, navigate to the card list, and click the history icon. … At this time, the process to export the history of a card is a bit manual.

With this Code List we build the Card List, which will show “each” document: In the Card List … And to easily create a Card List, check out our article about levels . … documents from your customer without any code list, click here to see the best options to set up your Card

Impact on the Card List All changes are automatically reflected in the Card List grid. … DocBoss now checks the status of any existing cards, and if any cards have been submitted out of the … If 4 tags, you will now see five different cards.