by Brad Bowyer | Feb 6, 2022 | Document Control
A new variable has been added to the system but is not presented as a button on the pattern variable list. <CardType> with values “manual” / “auto” can be used in your patterns, it just needs to be manually typed in. Using IF statements...
by Brad Bowyer | Feb 2, 2022 | Product Tips & Tricks
The following are quick tip videos to further support our helpdesk articles and videos. These quick tip videos have been created based on frequently asked questions. Compilation Settings Edit Document Numbers via CSV (also includes how to change manual number...
by Brad Bowyer | Jan 31, 2022 | Product Tips & Tricks
Every submittal starts a Send/Receive pair which can be found in the Card History. Each pair contains a history entry that if (Y) is enabled it will be included in the SDI Reports. The system will set the send/return automatically but it can be changed manually...
by Brad Bowyer | Jan 21, 2022 | Product Tips & Tricks
Even though we need to trust each person on our team is pulling their weight considering not all documents submitted/sent out are created equally, it’s nice to have a tool that can give an overview of what each team member is doing on a daily, weekly or monthly basis....
by Brad Bowyer | Jan 4, 2022 | Product Tips & Tricks
Often, we get instructions that a document (card) is no longer required. This doesn’t always come in the form of an email and without record we may wonder down the line why we did what we did. No matter the reason, not many of us have the memory power to remember why...
