File Properties Custom Fields Tab

This tab allows you to view and modify the file's document type and custom fields. This tab does not display if the Project Document Control has not been enabled on the Project Details Settings tab.

If you'd like to modify the custom fields for a number of files at a time, go to the Document Custom Fields page, where you can scroll through all the files in a given folder and specify the custom fields for each. For instructions, see Review Folder and Document Custom Fields.

Fields and Buttons

The fields and buttons located on this page are:

  • Save: Click to save changes.
  • Cancel: Click to discard changes and close this page. All unsaved changes will be lost.
  • Name: Displays the file name.
  • Document Type: Displays the file type. Click the drop-down arrow to assign a different file type.
  • Custom Fields: This section lists all document custom fields that have been associated with the selected document type. For more information, see Associate Custom Fields with Document Types.