Update Document Custom Fields

This action can be completed by Administrators and users with Document Import permissions only.

In order to tag documents with custom fields, the administrator must enable account-level document control and establish document custom fields per document type. The individual project must also have project-level document control enabled.
When all of these settings are in place, users will be automatically prompted to complete the document custom fields every time they upload a file to the Documents module. Tagging documents cannot be required, and users can bypass the custom field assignment.

To update document custom fields

1. Go to the Project Documents page.
2. Click the Properties link under the document file name.
3. Click the Custom Fields tab. The Custom Fields tab will not display if Project Document Control is not enabled.
4. Update the custom fields as necessary.
5. Click Save.