Creating a Text Custom Field in Document Control

  • Updated
  1. Go to Documents > Module Settings.
  2. Go to Custom Fields.
  3. Click on the New + icon.

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In the Create New Field window:

  1. In the Field label, give the Custom Field a Name.
  2. In the Field Type dropdown select Text.
  3. Indicate the Max number of characters the field should have.
  4. Turn the Mandatory switch ON if you would like the field to be mandatory. Otherwise, leave it turned OFF, this is the default setting.
  5. Save. If you would like to create more Custom Fields click on Save & New.

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  Relevant for: Administrators / Managers.
  Please note: Custom Fields are currently only available for the Document Control, Events, QPD, Record Management and Competences Modules.

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