Overview

This guide will cover how to add a new document type to the procurement process

Requirements

You must have the Manager role in order to define new document types

Procedure

  1. Navigate to Stave Procurement Path > Contract Management > Document Types.

  2. Select New on the table toolbar.

  3. New Document Record


    Field
    Description
    Name
    New document type name.
    Requires users
    User(s) required for defining the document
    Requires group
    Group(s) required for defining the document
  4. Fill in the fields as required and press Submit.