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Documents that are available for submission (based on workflow) will automatically move to a queue located on the outgoing submittals screen. The grid in which they appear depends on the workflow target (b y default, it is the customer ).
To s...
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Assign returned files to cards and add their return status.
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When creating a new Project, the initial submission dates (original scheduled dates) are set by default to 10 days after order date (global setting modifiable from System Menu > Admin > General). This can be changed from the Code List usin...
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Last Updated: 11/05/2025
in Articles Projects Summary of steps to set up a new project.
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Last Updated: 11/05/2025
in Articles Projects SDI Reports
An SDI Report is a listing that details the full scope of documentation for a specific project. It could also be referred to as a Document Register, or Document Index. Some customers have this as part of their documentation requirements. They m...
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Overview of the five templates used in compilations, and the impact of the templates on the overall structure.
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Overview of the available options for organizing and structuring a compilation.
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Overview of the key settings available for doc codes, and their impact on associated cards.
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Last Updated: 10/30/2025
in FAQ General FAQ
When using a pre-established table of contents (TOC) template, it is uploaded as a section title page and the compilation structure is moved within one overarching section (see instructions: Use Pre-Established Table of Contents Template ). In ...
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When attempting to bulk match files to their corresponding cards, there are four types of errors that prevent successfully matching: (1) file doesn't match any active (required) cards, (2) file has more than one active (required) card that is a po...