by Carl Mueller | Feb 14, 2023 | Product Tips & Tricks
Library documents can only be connected to a project card from the Document Ref Assign screen. In order to connect library documents, the document code type (in the Project Document List) must be published. Set TYPE on Document Code To attach library documents to a...
by Carl Mueller | Nov 12, 2022 | Product Tips & Tricks
Library documents can only be connected to a project card from the Document Ref Assign screen. In order to connect library documents, the doc code type (in the Project Document List) must be published. Set TYPE on Doc Code To attach library documents to a doc code,...
by Carl Mueller | Jun 30, 2022 | Product Tips & Tricks
For material certificates or instruction manuals etc, you can automate the attachment of library documents to document cards. Click the attach icon on the requirement page for any given document code. Single Match: This is the default auto-assign option. In this case...
