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Status Needs review
Created by Guest
Created on Dec 4, 2023

Allow skipping document Name, Description and Version window / Customize document creation wizard.

When a document is created in ProjectWise Web, the order of the screens in the "Document creation wizard" is

  1. Code (if enabled for the Environment).

  2. Name, File Name, Description and Version

  3. Environment Attributes

There are many cases where the second screen is not needed, as the Document Name, File Name, and Version are automatically assigned by the system. In other occasions, the Document Code is defining the Name, and users should not be able to rename documents that already have a code.

It would be very convenient to allow some customization of this Document Creation wizard on ProjectWise Web, allowing project administrators to enable/disable fields, reordering, or even hiding pages of the Document Creation Wizard.