Managing Custom Doc Fields
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 the Browse, Search, and Privilege Log pages.
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 and Metadata sections found on the DISC 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 and Search pages.
These fields are available in the filter and can be filtered on.
Custom sections and fields can also be created on-the-fly from the Doc Viewer or the Multi Doc Edit tool.
Adding Sections or Fields from the Manage Custom Doc Fields Page
From the Manage Custom Doc Fields screen, click Add Field.
To add a new field you must first select the section to which it will belong.
If adding a field to a new section:
Click the blue + icon in the Add Coding Field window
Enter the section name in the Section field
Enter the field name in the Field Title field
Select the desired field type (Text, Checkbox, or Shared Checkbox)
Click Create
If adding a field to an existing section:
From the Add Coding Field window, click on the --- Select Section --- dropdown menu
Click on the desired section
Enter the field name in the Field Title field
Select the desired field type (Text, Checkbox, or Shared Checkbox)
Click Create
Add Coding Field Window
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 and Search pages.
Expand the Multi Doc Edit menu
Click the + icon next to the --- Select Field --- dropdown
To add a new field you must first select the section to which it will belong.
If adding a field to a new section:
Click the blue + icon in the Add Coding Field window
Enter the section name in the Section field
Enter the field name in the Field Title field
Select the desired field type (Text, Checkbox, or Shared Checkbox)
Click Create
If adding a field to an existing section:
From the Add Coding Field window, click on the --- Select Section --- dropdown menu
Click on the desired section
Enter the field name in the Field Title field
Select the desired field type (Text, Checkbox, or Shared Checkbox)
Click Create
Adding Sections or Fields from Multi Doc Edit
Adding Sections or Fields From the Doc Viewer
Go the the DISC tab of the Doc Viewer
Click ADD NEW FIELD at the bottom of the list of sections and fields
To add a new field you must first select the section to which it will belong.
If adding a field to a new section:
Click the blue + icon in the Add Coding Field window
Enter the section name in the Section field
Enter the field name in the Field Title field
Select the desired field type (Text, Checkbox, or Shared Checkbox)
Click Create
If adding a field to an existing section:
From the Add Coding Field window, click on the --- Select Section --- dropdown menu
Click on the desired section
Enter the field name in the Field Title field
Select the desired field type (Text, Checkbox, or Shared Checkbox)
Adding Sections or Fields from the Doc 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
Open a new Excel workbook
In cell A1 type: Title
In cell B1 type: Type
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.
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
Navigate to the Manage Custom Doc Fields page
Click on the white vertical ellipses to the right of the + Add Field button
Click Import
Select the previously created Excel file
Click Open
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
Navigate to the Management >> Manage Custom Doc Fields page
Click Edit next to the applicable section or field
Update the field name as desired
Click Save to retain your changes, or click Cancel to exit without saving your changes
Moving Sections and Fields
To move a section:
Hover over the applicable section
Click and hold on that section to mobilize it
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:
Hover over the applicable field
Click and hold on the desired field to mobilize it
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:
Click the trashcan icon or Remove next to the desired section or field.
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.
Users cannot delete a field if it has been associated with a document. If you attempt to do so, the following message will appear: "Document coding exists for this field. Remove the coding before deleting the field."