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:

1. Go to the Company Workspace tab, and switch to Admin mode.
2. In the left Navigator, select Configuration, and then select [configurable manager]. The Configurable Manager log opens. The log lists the classes.
3. Select a class record from the log, and select Open. The Configuration window opens.
4. Complete the General tab as described in the table below.
5. On the Custom Print tab, using the Microsoft Word XML schema, you can create a customized printed output.
6. To make the class active, select 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.
7. Select 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 and Admin mode for creating records, sheets, and templates.