Documents Overview

Documents are any form of text such as a formal letter, signature block, description, contract, etc.

Details

Name # (required)

The name of the Document.

Date (required)

The date the Document was created.

Type (required)

This defines how a document is rendered on a print out.

• Section - This document will start immediately after the previous proposal item on the same page.
• Add page - A page break will be added and the Document will start on a new page.

Orientation (required)

Determines whether the Document will be rendered in Portrait or Landscape mode.

Attached Insurance Claim (optional)

This is where you link a Project Insurance Claim to the Document. By doing this, any insurance claim info can be shown on the printed documents.

Status (required)

This is where an Document is marked Active or Inactive. Only Active Documents can be used in Proposals.