From this tab, you can associate editable text, list and date fields with child documents. A custom field is a menu or text box in which one type of information can be recorded: Think of them blank spaces for filling in information on a form. The fields you select are automatically added to the Additional Info tab of all documents contained in the folder (even if this folder is not their primary location), allowing you to store information about each without including it in the source file. You can use custom fields to categorize your documents for audits, group documents by department, and record any other information that fits the needs of your organization.
Add/Remove Custom Fields
| 1. | Select from the list of available fields, or CTRL + Click to select multiple fields. |
| 2. | Click Add Field. |
| 3. | The new custom field(s) appear in the table. Check Required to force users to complete a field before creating or processing child documents, or leave the box unchecked to create an optional field. |
| 4. | To change the order in which custom fields appear on the Additional Info tab, enter values in the Display Order column. |
| 5. | To remove any custom field, Click Remove, and the selected custom field disappears from the table. |
| 6. | To confirm the new settings, Click Save Changes. The confirmation message Changes Saved Successfully appears at the bottom of the screen. The selected custom fields have now been added to the Document Properties- Additional Info tab of each child document. |