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Configuring a document type

Note

This option pertains to the Hyperproof TPRM product line.

Use the document type configuration window to add new sections or add, edit, delete, resize, and rearrange questions within an existing section. When a document type is configured, you can use it on the Vendor details page. See Catalog - Vendor details.

  1. From the menu, select Settings.

  2. Select Contracts & Documents.

  3. From the left menu, select Document types.

    A list of document types displays.

  4. Select the document type you want to edit from the list of document types.

    The Document window displays.

    A Basic Information section is automatically added to all new document types when they are created, including the following default question.

    Name - A text-based question that serves as the identifier for the document type.

Document type sidebar functions

  • The sidebar displays all sections associated with the document type.

  • Use the drag-and-drop functionality to rearrange sections in the sidebar.

  • Click the Add Section button to add new sections to the document type. For each new section, enter the following:

    • Enter the section name.

    • Click the checkmark to save the new section.

  • Click the dropdown arrow in the Add section button to import sections from another document type.

Adding questions to a document type

Each section in a document type includes an Add Component button to add new questions.

  1. Click Add Component in the section where you want to add a question.

    The Fields panel displays.

  2. To configure your own fields, select the Build Field tab.

    1. Select a field from the Build Field tab.

      The Confgure Field panel displays.

    2. In the Title field, enter a name for the field.

    3. In the Field Description field, enter a description. This field is optional.

    4. Complete the configuration fields that are specific to the field you selected.

    5. Click Save.

  3. To choose an existing field, select Choose existing.

    • Select a field from the list.

      The field is added to the section.

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