About Document Subtypes

Proliance allows you to create subtypes for each type of document. Each subtype lets you define:

How should a particular document appear?

What information should be filled in by default?

Who is permitted to view or update the document in the various workflow states?

Which fields should be required?

Which fields or sections should be shown or hidden?

Using the Proliance Local Admin application, you can create any number of subtypes for a document type and then specify that one of those custom subtypes be the default for the document. Each document type can also have its unique list of workflow states. Workspaces in the same portfolio share the same document subtypes. To learn more, refer to the Proliance Local Admin on-line help.

The following table describes which subtypes are available when you create a new document in Proliance:

If this button appears	You have these options
	Clicking New creates a new document using the default subtype for that type of document. If no default subtype has been defined in Proliance Local Admin, Proliance opens a blank document and creates a new default subtype based on the data you enter. Example You click New to begin an RFI, but no RFI subtype is currently marked as being the default. Proliance opens a blank RFI document. When you complete the RFI and save it, Proliance creates a new subtype based on your document and names it "RFI Discussion Document Subtype." Proliance then designates this subtype as the default for all future RFIs and then attaches this subtype to your new document. The next time you go to create a new RFI, "RFI Discussion Document Subtype" will be used when you click the New button. This subtype will also be visible in the drop-down list when you click the arrow next to the New button. You can modify or rename this new default subtype through the Proliance Local Admin application.
	Clicking New is the same as described above. Clicking the arrow next to New displays a list of all the active subtypes for the document that you can choose.

If this button appears

You have these options

Clicking New creates a new document using the default subtype for that type of document. If no default subtype has been defined in Proliance Local Admin, Proliance opens a blank document and creates a new default subtype based on the data you enter.

Closed Example

You can modify or rename this new default subtype through the Proliance Local Admin application.

Clicking New is the same as described above.

Clicking the arrow next to New displays a list of all the active subtypes for the document that you can choose.

Note:

Only subtypes marked as "active" in Proliance Local Admin will appear when you click the arrow next to the New button. Within that list will be the default subtype, if one has been defined.