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 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. Both sections and fields are visible on the Doc Viewer and can be displayed on the Browse screen.

From the Manage Custom Doc Fields screen, users can add custom coding sections and fields by clicking ADD. This will open the Add Coding Field dialog box. A custom coding section should be created first to contain and organize the custom fields. To create a new Section Title, users must click on the 'Section Title' dropdown menu and select 'New Section.' Users will then be prompted to enter the New Section Title and New Field Title in the appropriate text boxes.

If a new field needs to be added to an existing Section Title, then those section titles will appear for selection in the Section Title dropdown menu. The Section Title is generally a short descriptor of an issue relevant to the custom fields. The Field Title is the title of the coding tag/designation that will be used when reviewing documents. Once the Section Title and Field Title have been entered, users must choose whether the field will be a Checkbox Field or a Text Box Field. The resulting section and field titles will be accessible in the Document Viewer when users are coding during document reviews.

These custom fields can be filtered on or out and can be applied to documents either directly from the Document Viewer or by using the Multi Doc Edit feature from the Browse or Search screens. Custom sections and fields can also be created on-the-fly. Please see additional instructions below.

Adding Coding Sections and Fields On-The-Fly

Users may create custom coding sections and fields on-the-fly using the Multi Doc Edit feature or by adding a new Section and Field from within the Document Viewer.

1. Using Multi Doc Edit: 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 + next to the 'Select Field' dropdown.

The Add Coding Field dialog box will appear, and users can add a new field to an existing section or to a new section in the same manner described above. The user can then use the Multi Doc Edit feature to mass code the selected documents to the new field. See the Multi Doc Edit section of Shared Features (Browse & Search) for more information.

2. From the Document Viewer: To add a new coding field from the Document Viewer, click ADD NEW FIELD at the bottom of the list of sections and fields in the DISC tab. This will generate the Add Coding Field dialog box where a new field/section can be added in the same manner as previously described.

Edit Section and Field Titles

To change a custom section title or custom field label, navigate to Management > Manage Custom Doc Fields, and click on the Edit icon, 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 Viewer under the coding and metadata sections.