Auto-created cards can split into two in cases where different units should be tracked separately.
To split a card, navigate to the card list and click the split icon under "Tools." From the pop-up, click the button to "Create New Card".
If the "split" icon is not shown, this indicates that the card is ineligible for splitting. To learn about alternative options, reach out to the support team.
The internal references for the cards will now be updated with a dsX (document split) suffix, and the second card will become the "Active" card. The "Active" card can be changed using the radio buttons.
The "Active" card is the card that will inherit unit change(s) made on the equipment list, if applicable.
To assign a unit to a card, click directly in the grid in the "Document Card (editable)" column. A drop-down will appear where the appropriate card can be selected.
Once the required changes have been made, press the "SAVE/REFRESH" button to apply the changes. The units assigned to the current card will appear in green, and the units assigned to the other card(s) will appear in white.
Once saved, all dsX cards created via splitting will show in the card list. When bringing in files via Incoming Documents, they can be attached to the appropriate dsX cards, allowing you to manage the files as they are received.
An alternative option to splitting cards is to create duplicate cards, which is useful in cases where you have separate files to manage that are all associated with the same tag (or set of tags). For instructions on copying cards, see this article: Copy a Card (Create Copy) or Create a New Sheet.