Manage Document List (Cards)

Create

• Doc Codes vs Cards
• Add Doc Codes to a Project
• Configure Code List (Requirements)
• How to set a Level
• Creating Cards with Custom Equipment Lists
• Duplicating Codes: How and Why

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Manage

• Temporary Cards
• How to work with Sub-Suppliers
• Edit Merged Cards
• Sub-Supplier List and the Sub-Supplier Override
• Bulk Export of Files and Data from Project
• Update Previous Submittal Dates

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History

• Edit card history entries
• Export Individual Card History
• Move history and active file to a different Card
• Send/Return Pairs
• Document History

Stages

• Set up different revision numbers based on stages
• Stage & Stage Lists
• Change stages on stage list from edit/assign screen
• Stage Abbreviation Adders (inside the status list)