Load corporate document types

Load all active document types defined in the s20007 Document Types screen to a specific project. You can import only the document types that are not defined in the s40003 Project Document Types screen. Any changes made to the imported document types do not affect the document types in the s20007 Document Types screen.

1. Navigate to the s40003 Project Document Types screen.

2. In the Current Project control block, from the Project dropdown, select the required project ID.

3. To refresh the screen, select the F5 key.

4. On the s40003 menu, in the Actions group, select Load Corporate Doc Types.

5. All the active document types defined in the s20007 Document Types screen are applied to the selected project and added to the Document Types grid.

6. To save the changes, on the Home menu, in the Record group, select Save.