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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

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

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

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.

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.

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

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

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 … Then card was locked ( but NOT submitted ). Then card changed to not required.

All returned files from a customer shall be assigned to a card and processed with return status and … We give a warning when there is no action assigned, to give a second chance to act on the card.

(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.

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.

called temporary cards enables users to submit multiple documents simultaneously. … These act as separate cards with their own workflow and can be merged at the user's convenience. … Incoming Documents 2.1 Temporary Cards for Simultaneous Submission In this release, a new feature

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

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.

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

Filtering on the Multi-Project Card Report screen uses the same layout. … The walkthrough shown below uses the Card List to illustrate filtering options. … Manual search is useful if you are working with a very large card list and notice slow loading speeds

Identify manual history entries When manual changes are made to the active card, the resulting entry