- Set the default external contact, due-date offset, overdue follow-up threshold and optional Trade, Phase and Drawing sheet fields.
- Choose a project sequence or the company-wide sequence and save before creating new requests.
- Use Company numbering and presentation for future number format, PDF From signature and disclaimer.
Changing format does not reset numbering. Returning to project numbering continues its prior sequence. Hiding an optional field preserves earlier values. If a save conflicts or is uncertain, use Reload saved settings to reconcile; it replaces the form with saved values. These settings do not send mail or grant external access.