The Document Type Group and Document Types lists in the List Administration screen are used to define and manage the document groups and types that are used when a document is uploaded to a Company, Contract, or Project Profile. A document type group list can include items such as Company, Contract, Project, and Global to identify a category of documents that corresponds to the Profiles used in the program, as well as shared documents. A document type list can include items such as Draft, Final Version, Template, Certificate, Invoice, Financials, and Correspondence to identify the version of a contract document, or the classification of a company or project document.
A user with the List Admin permission identifies the item selections in the Document Type Group list and then links a group to each document type when adding a list item to the Document Types list.
A List Admin can perform the following tasks associated with the field lists in the Document screen: