Plan Room Setup

Plan Room setup is a seven step process that includes the tasks listed below. Plan room setup is required in order to make the plan room operative.

1. Define Document Custom Fields
2. Associate Custom Fields with Document Types
3. Customize Plan Room Settings
4. Define Project Access
5. Define Document Relationships
6. Plan Room Enable Documents
7. Validate Related Files

Related Topics:

• About the Plan Room
• About Document Types