Setting up Workspace and not able to create seed file for creating plan only sheets per the LEARNserver video tutorial Step 6, Video 6, "Creating Plan Sheet Definition DGNLib"

 I'm currently in the process of setting up our companies OpenRoads workspace and am following along with the LEARNserver videos and have gotten to Step 6, Video 6 where it addresses creating plan sheet definition dgnlib - "Learning how to create the seed file for creating plan only sheets".   Up to this point things have gone according to the videos with no problem but when I get to the following steps I get stuck.  I opened my Plan Sheet Definitions.dgnlib I created, opened the "Place Named Boundrdies" menu and followed along filling it in as I thought appropriate.  I move on to where the "Create Drawing" menu opens and things go south.  The "Creating Drawing" menu opens but certain things are either grayed out that shouldn't be or not there at all.  The dropdowns for "Discipline" and "Purpose" don't show up at all on the menu.  Then under the "Drawing Model" and "Sheet Model" portions of the menu I don't have a folder symbol to the right of the "Seed Model" dropdowns to change the files being pointed to.   I've tried repeating the exercise a few times and keep getting the same results.  Any thoughts on what I'm doing wrong?  Thanks for your help.