Project Settings #

Navigating: Sidebar > Administration > Project Settings (only visible when a project is selected).

Project Details #

• Edit the project name, code, year, and description.
• Set the revision format: Letter (A, B, C...) or Numeric (00, 01, 02...).

Document Numbering #

• Configure the format template for auto-generated document reference numbers using placeholders.
• Set serial number padding and revision padding.
• Configure default originator and recipient companies.
• Set recipient mappings (company-to-abbreviation overrides).
• Toggle the numbering format on/off.
• Preview generated reference numbers with a live preview.

For the full list of available placeholders, see Reference Numbers.

Transmittal Numbering #

• Configure the format template for auto-generated transmittal reference numbers.
• Set the prefix (default "TR") and serial padding.
• Toggle on/off with live preview.

Document Registry Configuration #

• Select which columns appear in the document registry and set their order.
• Toggle the custom configuration on/off (off = default columns).

Custom Fields #

• Define project-level custom metadata fields for documents, transmittals, and letters.
• Field types: Text, Number, Date, Single Select, Multi Select.
• Per field: Name, type, required/optional, display order, active/inactive, help text.
• For Select/Multi-Select: Configure options with value, label, abbreviation, and display order.
• Drag-and-drop to reorder fields.

Response Statuses #

• Configure the response status options available when responding to transmittals (e.g., "Approved", "Approved with Comments", "Revise and Resubmit", "Rejected").
• Each status has a label and color.
• Create, edit, and delete statuses.