Template Types

When setting up document objects, you must first specify the template type. Template types are predefined and refer to the type of templates available when using PM Create and Send. There are eight standard template types.

Template TypeTemplate Description
OtherDocOther Documents
PCOPending Change Orders
RFIRequest for Information
RFQRequest for Quote
SUBSubcontract
SUBITEMSubcontract with Items
SubmitSubmittal
TransmitTransmittal