Editing document type codes
Codes for document types can be included in document auto-numbering schemes. You can change the default type codes if required.
- Click Setup from the Module Menu, and then under Project, click Project Settings.
- Click the Document Fields tab.
- Scroll to Type, and click the edit link under the List Values column.
- Click the Save Changes button in the confirmation message.
- In the Code column, enter a new document type code for each document type, as required. This code must:
- be unique within the project
- contain only alphanumeric characters
- be 15 characters or less.
- Click Save.
