Define Document Custom Fields

The first step to setting up the plan room is defining the document custom fields for the account. Typically, this step is done by e-Builder Professional Services, but there may be instances where the Account Administrator defines custom fields.

Document custom fields are attributes of a document that help further describe it and its purpose. Examples of document custom fields might include trade, floor, zone etc. With these values defined for each file, it broadens the scope by which users can find the documents they need.

To define document custom fields

  1. Go to Documents Settings.

    2. For more information, see Access Documents Settings.

  2. Click the Custom Fields link.

    3. The Document Custom Fields page is displayed.

  3. Click Add Field.

    4. The Select Data Type page is displayed.

  4. Select Drop Down List, and then click Next.

    5. The Custom Field Details page is displayed.

  5. Enter the custom field name in the space next to Field Label.

    6. The custom fields you define must be a drop down list (a finite list of predefined values) in order for it to function within the plan room.

  6. In the Drop Down List Options field, enter the options for the custom field.

    7. Custom field options are specific attributes of the custom field. For instance, for the custom field Trade, options may be: Architectural, Civil, Electrical, Plumbing, etc. If you are unsure of all the possible values you can always come back to this field later and add the additional values.

  7. Click Next.

    8. The Field Summary page is displayed.

  8. Review the custom field details. If no changes are required, click Save.

*This is procedure 1 of 7 in setting up the plan room. The next procedure is Associate Custom Fields with Document Types.

Related Topics:

Plan Room Setup