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Record settings
In the settings, you can change the settings for drawings, specifications, and record types.
If you change the default for a setting, it's applied only to new items. If you rename a setting, such as a workflow status, it's applied to new and existing items.

- Open the settings.
- In the Portfolio settings or Project settings section of the menu, select Records.
If the settings are locked () in the project, they're inherited from the portfolio. To edit the project settings, you can unlock them.


- Custom fields (portfolio settings only)
- Field attributes (portfolio settings only)
- Nomenclature (portfolio settings only)
- Reports (portfolio settings only)

- Custom fields (portfolio settings only)
- Field attributes (portfolio settings only)
- Nomenclature
- Reports (portfolio settings only)
- Workflow (portfolio settings only)


- Custom fields (portfolio settings only)
- Default assignee
- Discipline
- Field attributes
- General
- Nomenclature
- Notifications
- Publish As
- Reports (portfolio settings only)
- Workflow


- Custom fields (portfolio settings only)
- Default assignee
- Divisions
- Field attributes
- General
- Nomenclature
- Notifications
- Reports (portfolio settings only)
- Workflow
Notifications aren't sent to default assignees.

- Custom fields (portfolio settings only)
- Default assignee
- Field attributes
- General
- Nomenclature
- Notifications
- Reports (portfolio settings only)
- Workflow
Notifications aren't sent to default assignees.


- Custom fields (portfolio settings only)
- Default assignee
- Field attributes
- General
- Nomenclature
- Notifications
- Reports (portfolio settings only)
- Workflow

- Custom fields (portfolio settings only)
- Default assignee
- Field attributes
- General
- Nomenclature
- Notifications
- Reports (portfolio settings only)
- Typical conditions
- Workflow

- Custom fields (portfolio settings only)
- Default assignee
- Field attributes
- General
- Nomenclature
- Notifications
- Reports (portfolio settings only)
- Workflow

- Custom fields (portfolio settings only)
- Default assignee
- Field attributes
- General
- Availability in the portfolio or project
- Linking to drawing annotations
- Numbering
- Review time
- Sharing
- Nomenclature
- Notifications
- Reports (portfolio settings only)
- Spec sections
- Workflow