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.  If you are an account administrator and do not see this option, contact Professional Services.  

Instructional Video:

For video instruction for creating and managing custom doc fields, follow this link.

How to Set Up Custom Coding Section and Fields

Custom coding sections and fields can be added and managed by Account Admin Users 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, from the Management>Manage Custom Doc Fields page, click Add. Fill in the new coding section title, new field title and select the type of custom field.


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 Multi Doc Edit feature from the Browse or Search screen.  Custom sections and fields can also be created on-the-fly.  Please see additional instructions below.

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.
Sections and fields can also be organized and moved by selecting and holding the square dots to the left of the field titles and dragging them to the desired location in the list. The field title(s) will move with the section title and can be collapsed or expanded  all at once or individually.
 The order of the custom fields will be reflected in the document browser under the coding and metadata section.


Adding Coding Sections and Fields On-The-Fly

From the Search or Browse page, select the box next to the document(s) for custom doc field assignment.  Navigate to the Multi Doc Edit menu on the left-hand side and click Select Field.


Scroll down within the Select Field drop-box to the bottom and click Add New Field.



A dialogue box will pop up for the user to select the section for the new custom doc field.  To create a new section, click on Select Section and scroll down to New Section.


A new section can be titled at this time, as well as the custom doc field.  Click OK once the new section and field have been updated.

The user will then be prompted to check the box (for Checkbox Field) or enter the appropriate tag text (for Textbox Field) before clicking Update XX Docs to assign the new tag.  Note, if you use Textbox Fields to enter tag text, there is a limit of 1,024 characters.