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Create or modify document management types

Modified: 7 Jun 2026 Viewpoint Estimating Administration Help
  1. Open the Document Management Types screen.
  2. Complete or modify the fields as described on the Document Management Types Screen Field Reference.
  3. Click Save Types.
Note: You can delete a document management type as long as you have not used it anywhere in the application. To delete a type, select it and click . Click Save Types.
Submit

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