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Change how many document types you can see

If required, you can reduce your document types in lists to a more focused and manageable number.
  1. Choose your project in the Project Selector at the top of the page.
Project Selector
  1. Click the Setup button on the Module Menu, and under Configuration, click Preferences.
Setup Config Preference Menu
  1. Click the User tab.
  2. Scroll to Settings for this project, find Documents, then Select document types.
  3. Click the Edit button.
Finding Select Document Types
  1. Clear the Use Defaults checkbox to set the default availability of each document type.
Clearing the Use Defaults checkbox
  1. For each document type select the required availability option:
  • Include – include this document type in this project.
  • Exclude – exclude this document type from this project.
Including and excluding document types
  1. Click the Save button.
Setup Prefs Save Button

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