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Creating a New Document Type

  1. Open Document Types.
  2. Select Create Document Type in the upper-right corner.
  3. Complete the form with the type name, fields, available options, and abbreviations.
  4. Save the changes to publish the new type.

Example configuration:

Type: Drawing
Fields: Area, Discipline, Drawing Type, Drawing Number
Field Options: Meseid, Um El Afaei, ...

Create Document Type form with field configuration options