PM Document Tracking Views Form

Use this form to set up document tracking views.

Document tracking views allow you to control the types of information shown when viewing the various types of documents in PM Document Tracking.

Once you have specified the document tracking view and description here, use the PM Document Tracking Grids form to define the columns that will display on each tab for the view in the PM Document Tracking form. The document tracking views set up here can be assigned to companies in PM Company Parameters and/or selected as override views in PM Document Tracking.

If you wish to copy an existing view, use the PM Copy Document Tracking View form, accessed by selecting the Copy View option in the File menu. See Related Topics below for more information.

PM Document Tracking Grids Form

PM Copy Document Tracking View Form

PM Document Tracking Form