Instrumentation_8

Assume you have a drawing for each tag, but your customer requires that you submit only ONE PACKAGE containing all drawings (sorted by tag numbers).

DocBoss makes this process easier by helping you manage each individual drawing (upload them into separate separate cards), but auto-creating the packages for submittal.

How to create packages from the Code List

Navigate to the Code List and:

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Create packages for many codes at once:

1. Select one (or many) codes which need to be packaged.

2. Click apply below the grid, then select Create Packages per Doc Codes

OR

Create package for a single code

Click the package icon beside the specific code.

Results of Package Creation

After creating the package, the code splits in two lines.

The first line is automatically created at the Order Level. Type = Compilation. You can see that the package compilation is created (containing only the one code) and is linked to this code. the normal options are also available to unlink or re-generate the compilation.

In the second line the Stage List is changed to Hide Registers from Customer and we add the characters “(Each)” to the doc code name.

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Impact on the Card List

All changes are automatically reflected in the Card List grid. If 4 tags, you will now see five different cards. One corresponding to the compilation package and the other four corresponding to the original “tag level” code.

NOTE: Only the package will have a document number. The cards created to EACH file are for internal management only and are not numbered.

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Upload and match files

Upload the files for each card line in Incoming Documents grid and match them with the Doc Name which included the “(Each)” descriptor.

Step 1

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Step 2

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Review, Preview and Edit Packages

Each package is listed in the compilations list. Note the TYPE column will identify if the line in the grid is a package (highlighted), or a normal user-created compilation. 

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You can edit/preview each package as you would a compilation. See here for more detail about editing compilations. 

Generate package and submit

When you are ready to submit the package, navigate to the outgoing submittals screen. it should appear in the outgoing document list. NOTE: If all component “(Each)” files are not uploaded, the package may not show in the outgoing submittal screen. 

Receive returned compilation

When you receive the returned compilation, we do NOT split each of the original pages back into their components. The compilation is managed as a single document. 

In future, if the returned file has the same number of pages as the issued file, we will offer the option to auto-split the returned document.

Learn more about how DocBoss can help with your document control work by setting up a free online demo with us.

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