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Editing document type codes

Codes for document types and other single select lists can be included in document auto-numbering schemes.

  1. From the navigation menu, click Setup, and select Project Settings.
  2. Click Documents and select Document Fields.
  1. Find the field you want to edit codes for.
  2. Click the three dots menu and select Configure select list values.
  1. Select the value(s) you want to edit the code for.
  2. Enter a new code for each value, as required. This code must:
  • be unique within the project
  • contain only alphanumeric characters
  • be 15 characters or less.
  1. Click Update.
  2. Click Save.

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