Create a Reference Document

Contents

To add a user-defined document:

1. Right-click on the top-level (All Projects) folder in the Project View and choose Document Setup to open the Document Setup Dialog Box.
2. Click Add Reference Type to open the Reference Type Dialog Box.
3. In the Acronym field, enter the abbreviation for the new document (up to four characters).
4. In the Description field, enter a description of this document. This description should be easily distinguishable from the others to avoid confusion.

   Notes:

   • Documents defined in this dialog box appear in all projects in the database.
   • These documents appear in transmittals only and do not appear in logs.
5. Click Save and Close to save the new document.