Request a new Mail Type, Document Type, or Document Status

Note: When configuring a project role, make sure you tick Show All to view the full list of available types or statuses. We recommend choosing the closest available option from here. We'll need to understand why none of these work.

Consider using an existing type or status

Our team works with you to ensure the proposed type or status is the best way to manage your information. 

We'll conform to industry best practices and terminology where possible. Which means a suitable type or status may already exist. Plus, using one that's a close match saves you submitting a request and lets you move on with your project straight away.

For example, if your project wants to add a mail type Notice of Delay. You should consider using the existing mail type ‘Notice’ instead. By using ‘Notice’ and a project field to capture the fact that it’s a ‘Delay’, your project can raise all kinds of Notices without having to manage multiple mail types.

Searching becomes easier too. You can simply search for all Notices and filter by the category of Delay. This saves you time from searching across multiple types, especially if you’re not aware of them.  Plus, Project Admins can restrict who can use which category by configuring permissions for field values.

Instance Addition Request guidelines

Here are some guidelines to keep in mind:

• All new values are added to all instances, ensuring consistency for all customers. Additions containing the following information will not be considered:
  • Organization/Company names
  • Project names
  • Codes/Abbreviations (as part of the value)
• Have an alternative ready - your request must be unique across all Aconex instances. We’ll help you work through this.
• Existing values are not case-sensitive. If an existing value has a lowercase n, we won't add the same value with an uppercase N.
• Once a value has been added it cannot be changed or removed.

What we need from you

1. If the existing values won't work, please provide a business impact statement (or a document explaining why the new value is required) to your Oracle Representative (Customer Success Manager, Professional Services, or Implementation Consultant). This may be a contractual document or mandate from your client or stakeholders and should include:

• The project name.
• The type or status being requested.
• A description of what the type is used for.
• The process(es) it's involved in.
• Who uses this type? Who receives it?
• Any contractual requirements.
• Reasons why existing mail types or project fields are not suitable.

2. We'll review the request and may contact you for more information.
3. The process to discuss, review, and add the new value may take up to 3 weeks. We work with you to achieve the best possible solution. The more information you provide at the start of the process will lead to a faster response. Once approved we aim to add the new value within 5 business days.