Configure configurable manager classes

Imported configurable manager classes are listed in the manager configuration log, with a default status of inactive.

To configure a configurable manager class

Go to the Company Workspace tab and switch to Admin mode.
Click Configuration > [configurable manager] in the left Navigator. The Configurable Manager log opens. The log lists the classes.
Select a class record from the log window and click Open. The Configuration window opens.
Complete the General tab as described in the table below.
On the Custom Print tab, using MS Word's XML schema, you can create a customized printed output.
To make the class active, click Active. This enables classes and sheets to be created in User Mode. The class is also available to use as a project category or shell type.
Click OK.

In this field:	Do this:
Sequence Format	Define the sequence of the record numbers for records created for this class in User Mode. This is similar to business process numbering.
Help File	You can upload a PDF file to use as a help file for the manager.
Auto Creator	Select the auto-creator.
Status	Activating the configuration makes the class available in User Mode and Administration Mode for creating records, sheets, and templates.