This is an updated post regarding how to create manual cards in DocBoss.
First off, what is a card?
In DocBoss, cards are essentially placeholders for the actual documents. Like a file folder, if you will.
A card contains all of the history and revisions of a particular document, as well as the most current version of the document and its metadata.
Once clicked, a window will open with the option to download the CSV file (as it currently exists). This provides the correct column headers and will be populated with any existing data.
There are 30+ columns on the CSV (excel sheet) download (more if you have custom columns created). If you already have cards set up on the project they will be populated in the csv file (just leave them as they are displayed). The only columns you need to enter contain an asterisk in the header – they are mandatory columns.
You will need to enter:
- Primary Doc Code(ID)* (This is the doc code the card is linked to.)
As well as one of the following (with multiple values separated by commas):
- Major Tag(*)
- Tag List(*)
- Line No. (Supplier) List(*)
It is ideal to use this feature if you have a lot of cards you want to create. You can add as many lines as you want, they will all upload at the same time.
Once all applicable data has been added save the csv file and then use the Import feature. Below the grid click the Edit data via CSV button, browse for the new file and click save.
Note: Once the manual card has been created, you cannot edit the tag numbers via CSV using the “Tag List” column. Any changes to the tags will need to be done in the “Line No. List” column and DocBoss will update the tags associated with those line numbers. For more information on editing cards via CSV click here.
Overwriting existing fields
Use [ORvalue] if you want overwrite default Rev # (KT) via CSV upload. Otherwise your changes will be ignored.
Use OVERRIDE word inside Doc No. Manually Changed (ACME) (or Doc No. Manually Changed (Alpha)) field if you want to update proper auto-generated Doc No. value.
Values containing commas or quotes
Review Edit Data via CSV When Using Values Containing Commas or Quotes for formatting requirements.
Additional information
For an in depth review of how to edit your data using the csv upload click here.
If the some of the Manual Cards are documents (i.e. drawings) that have multiple pages related to one piece of equipment, these can be easily uploaded using “Make Sheet of previous row” in the CSV: How to upload multiple sheets for manual cards
For more information about incoming files have a look at our video: Manual Cards