Document Setup Dialog Box


This dialog box contains a list of abbreviations that define types of documents, such as answer, contract, change order, and so forth. You can change acronyms and add acronyms to fit your company’s specifications. Click any Edit document icon to view and edit the document type's acronym and description.

Note: Acronyms and titles defined here appear in all projects in the project database.

Add Document Type

Click to open the Select Document Type Dialog Box to choose the type of document to create. This option creates Contract Management documents that will appear in logs.

Add Reference Type

Click to open the Reference Type Dialog Box to Create a Reference Document for Contract Management. Use this to create custom reference documents that you can use for items not documented in another area of Contract Management. These documents are referenced in transmittals only and do not appear in logs.

Acronym

The acronyms for the document types.

Description

The descriptions of the document types.

Module

The modules in which the documents reside.

Default Acronym

The default acronyms for the documents.

Default Description

The default descriptions for the documents.

How to access this dialog box:

Right-click on the top-level folder (All Projects) and choose Document Setup.



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Last Published Wednesday, June 17, 2015