Embedded Files
Location: Management >>Manage Custom Doc Fields
General: Custom coding sections and fields can be added and managed by Account Admin Users and Power Users from the Management >> Manage Custom Doc Fields page. Custom sections are used to organize the custom fields into meaningful groups, whereas the custom fields are used to code the actual document.
Setting up Custom Sections and Fields
Initial Insights
Custom sections and fields can be displayed in the Doc Viewer, as well as in the Browse/Search page.
The order of custom sections and fields on the Manage Custom Doc Fields page is reflected in the Doc Viewer where they'll appear under the Coding tab.
These fields can be applied to documents (i.e. tagging/coding) from the Doc Viewer or the Multi Doc Edit tool which is located on the Browse page.
These fields are available to be filtered from the Browse page Filter menu as soon as they are created.
Custom sections and fields can also be created on-the-fly from the Doc Viewer or the Multi Doc Edit tool.
Adding Custom Tags from the Manage Custom Doc Fields Page
1. From the Management tab, click Manage Custom Doc Fields.
2. The Document Field Editor will display with the current field sections are displayed. (Click the Expand/Collapse button it to see the list of fields/tags associated with the sections).
3. Click + Add Field in the upper right corner.
4. If there is an existing section where you would like to place the tag, select it from the --- Select Section --- dropdown. See Fig. 1 below.
5. If you want to create a new section to place the tag, click the blue + and then enter the section name in the Section field. See Fig. 2 below.
6. Enter the tag name in the Field Title field.
7. Select the desired field type (Text Field, Checkbox Field, or Shared Checkbox Field).
Text Field. Creates a text box that you can populate with text as you review and code documents.
Checkbox Field. Creates a checkbox beside the tag that you can tick off as you review and code the documents.
Shared Checkbox Field. This option is strictly limited to restricting what is visible to Limited Users and should not be used when creating standard fields and tags.
8. Click Create.
The Document Field Editor
Fig. 1 - Selecting an Existing Section for the tag
Fig. 2 - Creating a New Section for the tag
Adding Sections or Fields via Multi Doc Edit
Please note, the Multi Doc Edit tool is available as a menu item on the left side of the Browse/Search page.
1. Expand the Multi Doc Edit menu
2. Click the + icon next to the --- Select Field --- dropdown
3. If there is an existing section where you would like to place the tag, select it from the --- Select Section --- dropdown. See Fig. 1 above.
4. If you want to create a new section to place the tag, click the blue + and then enter the section name in the Section field. See Fig. 2 above.
5. Enter the tag name in the Field Title field.
6. Select the desired field type (Text Field, Checkbox Field, or Shared Checkbox Field).
Text Field. Creates a text box that you can populate with text as you review and code documents.
Checkbox Field. Creates a checkbox beside the tag that you can tick off as you review and code the documents.
Shared Checkbox Field. This option is strictly limited to restricting what is visible to Limited Users and should not be used when creating standard fields and tags.
7. Click Create.
Adding Sections or Fields from Multi Doc Edit
Adding Sections or Fields From the Doc Viewer On-the-Fly
1. Click on the hyperlinked title of a document from the Browse/Search page to access the document viewer.
2. Locate and click the Add new field button at the bottom of the Coding tab. (If there are multiple sections, the "Add new field" button will be at the very bottom of all of the sections). See image to the right.
3. If there is an existing section where you would like to place the tag, select it from the --- Select Section --- dropdown.
4. If you want to create a new section to place the tag, click the blue + and then enter the section name in the Section Title field.
5. Enter the tag name in the Field Title field.
6. Select the desired field type (Text Field, Checkbox Field, or Shared Checkbox Field).
Text Field. Creates a text box that you can populate with text as you review and code documents.
Checkbox Field. Creates a checkbox beside the tag that you can tick off as you review and code the documents.
Shared Checkbox Field. This option is strictly limited to restricting what is visible to Limited Users and should not be used when creating standard fields and tags.
7. Click Create.
Add New Field (inside Document Viewer)
Importing Custom Sections and Fields via Excel
This feature is an easy way to add sections and fields to your case quickly by setting them up in Excel for import. **Please note, this feature is only for adding new sections and fields as it will not edit, update, delete, or reorganize any existing fields.
Creating the Excel File
1. Open a new Excel workbook
2. In cell A1 type: Title
3. In cell B1 type: Type
4. Starting in cell A2 (under Title), begin entering the titles for each of your sections and fields. Only one entry per row, and be sure the sections and fields are in the desired order as this is how they'll appear once imported.
5. Starting in cell B2 (under Type), enter the applicable number so Lexbe can identify the entry as a Section, Text field, or Checkbox field.
0 = Section
1 = Text Field
2 = Checkbox Field
Save the workbook as an .xlsx file using a filename of your choosing
Example of Excel File to Import
Importing the Excel File
1. Navigate to the Manage Custom Doc Fields page
2. Click on the white vertical ellipses to the right of the + Add Field button
3. Click Import
4, Select the previously created Excel file
5. Click Open
6. A successful import will result in the new sections and fields appearing on the Manage Custom Doc Fields page.
Importing Sections & Fields via Excel
Editing Custom Sections and Fields
Editing Section and Field Names
1. Navigate to the Management >> Manage Custom Doc Fields page
2. Click Edit next to the applicable section or field
3. Update the field name as desired
4. Click Save to retain your changes, or click Cancel to exit without saving your changes
Moving Sections and Fields
To move a section:
1. Hover over the applicable section
2. Click and hold on that section to mobilize it
3. Drag and drop the section in the desired location
**Note, that moving a section will move all of its' fields with it
To move a field:
1. Hover over the applicable field
2. Click and hold on the desired field to mobilize it
3. Drag and drop the field in the desired location (fields can be moved to other sections if desired)
Deleting Custom Sections or Fields
To delete a section or field:
1. Click the trashcan icon or Remove next to the desired section or field.
2. A warning window will popup, click OK to confirm the deletion, or click Cancel to exit without deleting.
Insights
Users cannot delete a section if it contains any fields. Fields must be deleted or moved to another section before the section can be deleted.
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