The Documents feature is used in the Company Profile, Contract Profile, and Project Profile to upload contracts, correspondence, invoices, and other types of documents. In the Document Profile screen, which is used to upload documents and store information related to the uploaded documents, there is a Document Types field list that Administrators must populate with all possible selections for the types of documents that users will be uploading. However, Administrators must first create the categories for these document types using the Document Type Group field list.
Managing the selection of document types and document groups associated with companies and contracts is accomplished from the List Administration screen. Administrators can perform the following tasks associated with the field lists in the Document screen: