Enable Project Document Control

Permissions - Admin and Update Project Details

Document control must be enabled first at the account level by the administrator, and also at the project level to allow users to complete document custom fields.

Even when document custom fields are available at the account level, this setting must be enabled on the individual project so that document custom fields are visible to participants.

To enable document control

  1. Go to the Project Details page.

    2. For instructions, see Access Project Details Page.

  2. Click Edit.
  3. Click the Settings tab.
  4. In the Project Settings section, select Yes in the Enable Document Control? field.
  5. Click Save.

After account-level Document Control is enabled, all new projects will have the project-level Document Control also enabled by default ("Yes"). However, the setting must be enabled individually for previously created projects.

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