Review Folder and Document Custom Fields

You can view folder and document custom fields by accessing the properties of each individual folder or file. However, to view custom fields for multiple files or folders, it is best to do so from the Document Custom Fields page for a more efficient process.

All users are able to view this page, but only users with administrative privileges are able to view and update folder custom fields. The Custom Fields menu option does not display if the Project Document Control has not been enabled.

To view folder and document custom fields

  1. Go to the Project Documents page.

    2. For instructions, see Access Project Documents Page.

  2. In the Project Menu, click Custom Fields.

    3. The Document Custom Fields page displays.

  3. Select the folder or file you want to view custom fields for.

    4. The custom fields display in the content pane.

    If you do not see expected files or folders, deselect the Show untagged files only option at the top of the folders pane.

  4. Optionally, you can make changes to custom field values, and then click Save to commit changes.

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