Document Types

A document type is used to classify project documents. They are imported from Vista for use in this enterprise. They cannot be created or edited here.

You can deactivate a document type in Team. Inactive document types do not appear in lookups and are not available for use.

Note: Document types that are added to your ERP system do not automatically appear in Team after the initial import. In order to see the latest document types in Team, follow the steps in Sync with your ERP System.