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  1. DocBoss
  2. Working with Cards

Working with 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
See all 15 articles

Manage

  • 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
  • Revert File vs. Revert File and Meta-Data
See all 25 articles

Card History

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