‘Add a Document Field’
- Enter
the name of the new document field.
- Select
the data type of the new field using the drop-down list.
- If the
field is made Generic, it must apply to all document types. A generic field will
appear anytime a new document is added to the system.
- If the
field is made a Lookup field, lookup data must be added in the Document Field Lookup
Management Section.
- Click the
Add button to save the new field.
If the new field is non-generic it needs to be assigned to a Document Type. Proceed to the
Document Type Management section, under Edit a Document Type, to assign the field to a specific
type.