In this step you will associate custom field options to each of the document types that will be used in the Plan Room. Document types are the different type of documents that exist throughout the account, such as drawings, specifications or job documents. Adding custom field options to document types assists with related file associations and gives users additional options by which to find the documents they're looking for. For example, if one of your document types is Drawings, then you can add custom fields of Trade, Zone, and Floor to the Drawings document type. By setting it up this way, users will only see those custom fields specific to this document type (i.e. architectural drawings, drawings for zone A, 2nd floor drawings, etc.). This makes it easier for the Project Document Controller to assign the right values to the right documents.
Before you can associate custom fields to document types, please ensure that document types exist and are enabled for your project. For steps on enabling and adding document types, see Enable and Add Document Types.
- Go to Documents Settings.
- Click the Document Types link.
- Click the name of the document type you want to add custom fields to.
- Select the custom field(s) you want to add to the document type, and then click Add.
- Use the controls on the right side of the page (Top, Up, Down, and Bottom) to order the items as they will display in the custom fields file properties dialog box.
- Click Save.
For more information, see Access Documents Settings.
The Document Types page is displayed.
A list of all document custom fields display in the box on the left.
The custom fields file properties dialog box displays during the process of plan room enabling documents.
*This is procedure 2 of 7 in setting up the plan room. The next procedure is Customize Plan Room Settings.
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