Project Templates - Document Names

Part3 uses generic language for our document types. You can control these names and IDs at both the project and organizational levels to suit your company and project standards.

Organizational Level

Step 1: Go to the 'Settings' tab under your Organization.

Step 2: On the left-hand list, select 'Cover pages'.

Step 3: Click the document name and a drop-down menu will appear. Complete all 3 fields with your preferred names and IDs and click 'Save settings'. 🙌

Project Level

Step 1: On the left-hand navigation, click the 'Team' icon.

Step 2: Find your company in the project list and click 'Edit cover pages'.

Step 3: Click the document name and a drop-down menu will appear. Complete all 3 fields with your preferred names and IDs and click 'Save settings'. 🙌