Add New Document Types

Contents

This procedure explains how to add your own document types to Contract Management.

To add a new document type:

1. Right-click on the top-level (All Projects) folder and choose Document Setup to open the Document Setup Dialog Box, which contains the names and titles of all Contract Management documents.
2. Click Add Document Type to open the Select Document Type Dialog Box Select a document category and click OK to open the Type Document Dialog Box.
3. Enter information for the type document.
4. Click Save and Add Another to add another type document. When you are finished, click Save and Close to add the document type to the Document Setup dialog box. You can then select that document type from drop-down lists where applicable.