Document Types Page Overview

This page allows you to add new document types and modify existing ones.

For more information, see About Document Types.

You can take the following actions on this page:

The fields and buttons on this page are:

  • Enable: Displays when document types are disabled. Click to enable all document types. Individual document types cannot be enabled at a time, they must all be enabled at the same time.
  • Disable: Displays when document types are enabled. Click to disable all document types. Document types cannot be disabled individually; you can only disable all at the same time.
  • Document Control: Displays whether or not document types are enabled or disabled.
  • Use Defaults: Click to add default document types to the list of account document types. Default options are as follows:
    • As Built
    • Budget
    • Change Order
    • Contract
    • Correspondence
    • Drawing
    • Invoice
    • Meeting Minute
    • Permit
    • Reports
    • RFI
    • Schedule
    • Submittal
    • Transmittal
  • Add Document Type: Click to add a new document type. The Add Document Type page displays.
  • Edit: Click to make changes to document type details. The Edit Document Type page displays.
  • Delete: Click to delete the document type. If the document type is currently in use, you will not be able to delete it.
  • Name: Displays the document type name.
  • Description: Displays the description of the document type.
  • Created By: Displays the name of the person who created the document type.
  • Date Created: Displays the date that the document type was created.