In the Project Defaults module, the administrator sets the defaults for the document type concerning the availability for all projects. This tab will be hidden if the Base Table is set to either Vendor Invoice or Vendor Payment. Additional information is available on the Document Type, Document Tracking and Storage, Countries, and Trial Master Files tabs.
Clicking Save returns you to the Document Types page.
Click Common Buttons for a description of the buttons found throughout the system and their uses.
Project Documents
Site Documents
Field |
Description |
Available on all Projects |
A check in the box indicates that the document type can appear on all projects, but is not automatically added to all projects. This field is checked by default. If not checked and a project requires this document type, you can add it to the Project Document Type tables. |
Add to All Projects |
This field is only visible when the Base Table is set to Project. A check in the box indicates that the document type will be added to all sites. This creates placeholders on the Project and/or Site Document pages. Project Documents can be shared to Site Document pages by placing a check in the Enable Sharing to Site Documents box on the Document Tracking and Storage tab. |
Add to all Sites |
This field is only visible when the Base Table is set to Site. A check in the box indicates that the document type will be added to all sites. This creates placeholders on the Site Document pages. |