Update Folder Custom Fields

Only users with administrative permissions can perform this task. Updating folder custom fields enable folder contents to automatically inherit the custom field values of the parent folder.

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 hae 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 folder custom fields

  1. Go to the Project Documents page.

    2. For instructions, see Access Project Documents Page.

  2. Click the folder Properties link.

    3. The Folder Properties General Tab displays.

  3. Click the Custom Fields tab. This tab does not display if Project Document Control is not enabled.
  4. Select a Document Type from the drop-down list. The custom fields that have been defined for this document type will display.
  5. Click the custom field drop-down arrow for the values that you want to apply to the new documents uploaded to this folder.
  6. Check Read Only? if users should not be able to change the value.
  7. Check Apply default values to all files within this folder to modify existing files in the folder.
  8. Click Save.

Related Topics: