Add Document Types

To define document types

  1. Go to Documents Settings.
  2. Click Document Types.

    3. The Document Types page is displayed.

  3. To use default document types, click Use Defaults.

    4. The following defaults display:

    • As Built
    • Budget
    • Change Order
    • Contract
    • Correspondence

    —Or—

  4. To add your own document types, click Add Document Type. The Add Document Type page is displayed.
  5. Enter the required fields.
  6. Click Save.
  7. If you are ready to make these document types available to users, click Enable.

    8. —Or—

    Enable document types at another time.