Import Document Custom Fields

Doc Import Permissions

Document custom fields can be imported for multiple projects at a time. When document control is enabled on a project, participants have the opportunity to complete document custom fields at the time of upload. However, non-required fields may not always be entered. Also, administrators may feel more comfortable completing these fields to ensure consistency. Importing document custom fields is a great time-saving tool that allows you to manage these fields more easily.

Prerequisites:

  1. Enable document control for the account.
  2. Add custom document types or use default document types using the Document Types page.
  3. Add at least one global custom field of the Document type from the Global Custom Fields page.
  4. Associate custom fields to Document Types using the Edit Document Type page.
  5. Enable document control for the project on the Settings tab of the Project Details page.
  6. Enable the import permissions for the user to import document custom fields on the Documents tab of the Manage Permissions page.

    When all the above prerequisites have been met, the Custom Fields menu option and the Import Document Custom Fields feature are displayed and available for use. The Custom Fields tab will also be visible on the File Properties window for each document. The file uploader will prompt the user to add details in the custom fields for newly uploaded files.

  7. Prepare and set up the Document Custom Field Import File.

To import document custom fields

  1. Click Documents from the Top Navigation tabs.
  2. In the Quick Links menu located in the upper right corner of the page, click Import Document Custom Fields.
  3. Click Browse to search for and select the import file.
  4. Click Next.
  5. If necessary, map the e-Builder built-in fields to the corresponding fields in the import file.

    6. To learn more, see Set Up Document Custom Field Import File.

  6. Click Next.
  7. Review the import summary. If there are exceptions, click Previous to make necessary changes.

    8. —Or—

    If there are not necessary changes, click Import.