Creating Custom Document Sections and Fields

Location: Management->Manage Custom Doc Fields.

General

Admin Users can set up an unlimited number of custom tags to enable sophisticated document organization and filtering.
Only Account Admin Users can set up these fields (although all users can view and use). If you are an account administrator and do not see this option, contact Professional Services.  

How to Set Up Custom Coding Section and Fields

Custom coding sections and fields can be added and managed from the Management>Manage Custom Doc Fields page.  Custom sections are used to organize the custom fields into meaningful groups where as the custom fields are used to code the actual document.  Both sections and fields are visible on the Doc Viewer and can be displayed on the Browse screen.

Adding Coding Sections

A custom coding section should be created first to contain and organize the custom fields. The custom section is generally a short descriptor of an issue relevant to the custom fields.  To add a coding section, click on the ADD CODING SECTION button as displayed below.




Adding Fields

A custom field will represent a specific meaning that can be correlated to documents using a check box or text box field.  Custom fields can be filtered on or out and can be applied to documents either directly from the Doc Viewer or using the MultiDocUpdate feature from the Browse or Search screen.  To add a coding field, click on the ADD CODING FIELD button as shown above.

Edit Section and Field Titles

To change a custom section title or custom field label, click on Edit, change the text of the label, and then click Update. The new label will then display in other parts of the Lexbe eDiscovery Platform application, such as the Discovery tab on the Document Viewer or as a field on the Browse page.  Sections and fields can also be moved by selecting the arrows on the left and dragging them to the desired location.