Add Document Custom Fields

Custom fields allow you to gather additional information that may not be covered in the Documents module. This data is used for reporting purposes.

In addition to having document custom fields available on the account, the "Enable Document Control" setting must also be enabled at the project level to allow users to complete these custom fields. For instructions, see Enable Document Control.

You can add custom fields under the Documents Custom Field menu option. However, it is strongly recommended that you use the Global Custom Fields menu option instead and add the Object Type "Document" when creating custom fields. The Global Custom Fields have a wider range of formatting options and can be applied to multiple modules at once. For more information on custom fields, see About Global Custom Fields.

To add document custom fields

1. Go to Documents settings. For instructions, see Access Documents Settings.
2. Click the Custom Fields link. The Document Custom Fields page is displayed.
3. Click Add Field. The Select Data Type page is displayed.
4. Select the type of field you want to create, and then click Next. The Custom Field Details page is displayed.
5. Enter the custom field name in the space next to Field Label.
6. Complete all necessary fields.
7. Click Next.The Field Summary page is displayed.
8. Review the custom field details. If changes are not required, click Save.