Entering Document Types

Team members use document types to define the purpose of the document. For example, if you create a document and choose "Action Item" as the document type, the document should include information about a task that a team member needs to complete.

The four default document types are Discussion, Action Item, Meeting, and Reference. The document type determines the available fields at the bottom of a TeamRoom document. For example, if a team member chooses the Meeting document type when creating a document, the Location field appears on the Main Document form. The Location field does not appear for any other document type.

To enter document types:

1. Click Document Types on the left side of the TeamRoom Setup frame.



2. Accept the default document types or enter new document types of your own choosing. You can enter as many document types as you want. Each document type that you enter will have the characteristics of the "Discussion" document type.

See also:
Updating the TeamRoom Setup
Creating or Editing a Team Document