Folder and document custom fields can be modified by system and project administrators only.
This menu option does not display if Project Document Control has not been enabled on the Project Details Settings tab. The administrator must also establish document type and custom field associations.
The Documents Custom Fields page is optimized for viewing document types and custom fields, which makes it easier to view or modify multiple folder and document custom fields at a time.
Fields and Buttons
The fields and buttons located on this page are:
- Document Custom Fields for: Click to view document custom fields for a different project.
- Show untagged files only: Select to display only those files and folders that do not have document custom fields filled out. See Update Document Custom Fields and Update Folder Custom Fields for more information.
- File: Displays selected file name. Click the left and right directional arrows to select the previous or next file in the selected folder.
- Save: Click to save changes.
- File Description: Enter a description of the file.
- Document Type: Click to specify a document type to be the default value for all uploaded files in this folder. If document types and custom field associations have been established, the associated custom fields appear in the Custom Field section below for you to choose from. For instructions on making these associations, see Associate Custom Fields with Document Types.
If the e-Builder Plan Room is enabled on your account, the document type classification is necessary for users to locate and view files in the plan room viewer.
If a document type is set on the parent folder, it will display here automatically, because sub-folders inherit the document type selection of the parent folder.
- Custom Fields: This section automatically displays if a document type is selected that has custom fields associated to it. Enter a value for each custom field.