Manage Document Types

Use this screen to enter and maintain document type codes that can be used for opportunities, contracts, subcontracts, and organizational conflict of interest (OCI) records.

If you have multiple companies, you can set up and maintain document type codes in any company and use them across all companies. The code, however, must be unique in a single Costpoint database.

Note: This application is available only if you are licensed for CRM & Contracts.