Lock the document fields

You've checked your document register and everything's okay. Now you'll need to lock down the document fields before participants can start working on your project.
 

1. From the navigation menu, click Setup, and select Project Settings.
2. Click Documents and select Document Fields.
3. Make any required changes and click Save.
4. Click Lock Field Labels to allow users to upload documents on the project.

What can I change once the document fields are locked?

You can:

• Add or remove any values from the Disciplines list
• Change some document fields from mandatory to not mandatory, and vice versa
• Add or remove list values from any of the select list fields, except for the Document Type list
• Change the Document Type Codes.

Now that the Document Fields are locked, documents and placeholders can start being uploaded into the document register.