HOMEBUILDER PORTAL: MANAGING DOCUMENT CATEGORIES AND TYPES
Learn how to adjust the default document setup - Admin Role
Different Document Categories are applicable for Phases, Models, Lots, and Vendor Contracts (Contracts), which are determined by the Portal. The Document Category determines what document Type is available for the User to choose.
Only the Portal Admin (not a User) can adjust the default setup HomeBuilder Portal provides you with. As Admin, under Setup, choose Document Types. This will bring you to the screen below:
In this Page, you can Add new or Edit the existing Document Type. Afterward, you can assign it to the relevant Document Category and one or multiple Operational Areas:
- Phase
- Model
- Lot
- Contract
The Order function allows for adjusting the sequence of Document Types within the Document Category.