Define a document type set - Intergraph Smart Materials - Version 2020 (10.0) - Help - Hexagon

Intergraph Smart Materials Web Help (2020)

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Smart Materials/Smart Reference Data Version
2020 (10.0)

Document types are grouped into document type sets, which can be assigned to a requisition template and attached to requisition line items or requisition headers.

Requisition Document Types_DocumentTypeSets2

  1. On the Home page, click Requisitions > Requisition Document Types > Document Type Sets tab.

  2. In the Document Type Set block, click Add Row.

  3. Enter the name in the Document Type Set cell, and the descriptions in the Short Description and Description cells.

    To add a detail to the document type set, you need the save all new document types.