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The following shows some full Document Type examples.


Name

Auto-Name Format

Structure/Folder

Sites Types

Allowed Statuses

File Type(s)

Permissions by Supply Chain Audience







Supplier

(raw materials)

Supplier

(tier 2)

Supplier

(tier 1)

Internal

(staff/us)

Customer

(wholesale)

Customer

(retail)

Customer

(end)

Quotation

{reference} - Quotation

Structure: Prospect Files

Folder: Opportunity Quotes

LAN

Draft

Final

Draft: .doc, .docx

Final: .doc, .docx, .pdf

Draft: V,A,E,D,R

Final: V,A,E,D,R

Draft: None

Final: V

Working Drawings (internal)

{reference} - Working Drawings (internal)

Structure: Project Files

Folder: Drafting \ Working

LAN, Cloud

Draft

Final

Draft: .doc, .docx

Final: .doc, .docx, .pdf

Draft: V,A,E,D,R

Final: V,A,E,D,R

Draft: V,A,E,D,R

Final: V,A,E,D,R


Working Drawings (customer copy)

{reference} - Working Drawings (customer)

Structure: Project Files

Folder: Drafting \ Working

Cloud

Final

Final: .pdf

Final: V,A,E,D,R


Final: V

Finance Letter of Offer

{reference} - Finance Offer

Structure: Project Files

Folder: Customer \ Finance

LAN, Cloud

Final

Final: All

Final: V,A,E,D,R

Final: V, A

Domestic Building Contract

{reference} - Building Contract

Structure: Project Files

Folder: Contracts

LAN, Cloud

Draft

Final

Draft: .doc, .docx, .pdf

Final: .pdf

Draft: V,A,E,D,R

Final: V,A,E,D,R

Draft: None

Final: V

Purchase Order

{reference} - Purchase Order

Structure: Production Purchase Orders

Folder: Purchase Order Document

LAN, Cloud

Final

Final: .pdf

Final: V

Final: V,A,E,D