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Configuring document types for your project

Learn how to add or remove document types for an organizational project role.
  • If you lock the mail and document types for your project, users won't be able modify these settings.
  • You can set one organizational project role as the default for new organizations on your project.
  1. Click the Setup button on the Module Menu, and then under Project, click Project Settings.
Setup Menu Project Setting
  1. Click the Mail/Documents Role Settings tab.
  2. Click the click the link for the organizational project role you want to edit.
Setup Project Setting OP Role Edit Link
  1. Click the Doc Types tab.
  2. Select the Show All checkbox to list all available document types, if required.
  3. Type a partial name in the search field above the Available Doc Types list to filter the list.
Setup Project Setting OP Role Create Filter Doc Type
  1. To add document types to the role, double-click each type you want to be available for this role in the Available Doc Types list.
  2. To remove document types from the role, double click each type you want to remove in the Selected Doc Types list.
  3. Click the OK button to save your changes.
Setup Project Setting OP Role Edit Doc Type 1

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