Fields inside documents might be set as mandatory and visible, this configuration is available at the role level. Users inside the same company but with distinct functions might have distinct fields that are from his responsibility to set, these fields can be at the Project, Job or Expense Item level.
Fields available to set
Inside the Deliverable
- Classification
- Entry Date
- Estimate Date
- Agreed Date
- Client Contact
- Investment
- Jobs
- History
- Parent
Inside the Project
- Investment
- Classification
- Deliverables
- History
Inside the Expense Item
- Deliverable
Figure 1- Document Member tab
Figure 2 - Documents Types available
Figure 3 - Fields available for choose regarding Deliverables
Figure 4 - Fields available for choose regarding Expense Items
Figure 5 - Fields available for choose regarding Projects
Proposed Tests
- Go to the Document Member tab.
- Set the role.
- Set the Documents you want to define as visible and mandatory.
- Enter with a user that has this role.
- Verify in the document that what has defined is visible or not.
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