Adding custom field options to document types creates file associations and gives users additional options by which to find the documents they're looking for during searches and reporting. For example, if one of your document types is Drawings, then you can add custom fields of Trade, Zone, and Floor to the Drawings document type. By setting it up this way, users will only see those custom fields specific to this document type (i.e. architectural drawings, drawings for zone A, 2nd floor drawings, etc.), when accessing files for reporting purposes or using the plan room.
Before you can associate custom fields to document types, please ensure that document types exist and are enabled for your project. For instructions on enabling and adding document types, see:
To associate custom fields with document types
- Go to Documents Settings.
- Click the Document Types link.
- Click the name of the document type you want to add custom fields to.
- Select the custom field(s) you want to add to the document type, and then click Add.
- Use the controls on the right side of the page (Top, Up, Down, and Bottom) to order the items will appear.
- Click Save.
For instructions, see Access Documents Settings.
The Document Types page is displayed.
A list of all document custom fields display in the box on the left.