Document Lists Overview
The Document Profile screen, which is linked to Company, Contract, and Project Profiles, contains both a Document Type Group and a Document Type field list. The item selections for the Document Type Group can include groupings by Company, Contract, Project, or Global documents. The item selections for the Document Type field list should reflect all possible selections for the types of documents that users will be uploading to profiles.
The Document Type Group and Document Types lists in the List Administration screen are used to define and manage the document groups and types that are used when a document is uploaded to a Company, Contract, or Project Profile. A document type group list can include items such as Company, Contract, Project, and Global to identify a category of documents that corresponds to the Profiles used in the program, as well as shared documents. A document type list can include items such as Draft, Final Version, Template, Certificate, Invoice, Financials, and Correspondence to identify the version of a contract document, or the classification of a company or project document.
A user with the List Admin permission identifies the item selections in the Document Type Group list and then links a group to each document type when adding a list item to the Document Types list.
A List Admin can perform the following tasks associated with the field lists in the Document screen:
