This dialog box enables you to Edit a Document Type in Document Setup, including the document's acronym, description, and default form and report affiliations.

Note: Changes entered here apply to all projects in the project database.

Acronym

The acronym for the document type.

Description

A brief description of the item or service.

Form Information:

Library

The default form library associated with this document, which you can edit.

Default

The default form associated with this document, which you can edit.

Report Information:

Library

The default report library associated with this document, which you can edit.

Default

The default report associated with this document, which you can edit.

Hide this Document Type

Select this option to remove this document type from drop-down lists.

How to access this dialog box:

1. Right-click on the top-level folder (All Projects) and choose Document Setup.
2. In the Document Setup Dialog Box, click Edit for a document.

Or

1. Right-click on the top-level folder (All Projects) and choose Document Setup.
2. In the Document Setup Dialog Box, click Add Document Type.
3. In the Select Document Type Dialog Box, click OK.

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