Document Management Settings screen
Use the Document Management Settings screen to establish basic information, which is used to control how documents are handled for a company, including automatically creating PDF files, requiring change reasons, and allowing document routing.
There are a default set of document management settings. You can modify these settings as needed.
Document Type | Require Change Comment on Save | Force Create Document PDF File on Save |
|---|---|---|
Change Management Record | Nee | Nee |
Checklist | Nee | Nee |
Contract Invoice | Nee | Nee |
Customer Invoice | Nee | Nee |
Customer Lien Notice | Nee | Nee |
Customer Lien Release | Nee | Nee |
Daily Field Report | Nee | Nee |
Tekening | Nee | Nee |
Drawing Package | Nee | Nee |
Field Order | Nee | Nee |
Foreign Document | Nee | <Not Available> |
Issue | Nee | Nee |
Meeting Minutes | Nee | Nee |
Owner Change Order | Nee | Nee |
Project Plan | Nee | Nee |
Purchase Order | Nee | Nee |
Record Of Employment | Nee | Nee |
Request For Information | Nee | Nee |
Subcontract | Nee | Nee |
Subcontract CO | Nee | Nee |
Submittal | Nee | Nee |
Submittal Package | Nee | Nee |
Time and Material Invoice | Nee | Nee |
Transmittal | Nee | Nee |
Vendor Invoice | Nee | <Not Available> |
Vendor ITB Request | Nee | Nee |
Vendor Lien Notice | Nee | <Not Available> |
Vendor Lien Release | Nee | Nee |
