Index 

Speaking of Customized Fields...

The Customized Fields function is nothing more that the customization of fields in the general information of a folder or document.

In the folder and document general information, you can add new fields. These fields can receive predefined values or you can enter them in the creation of folders or documents.

To use the new fields in documents and folders, it is necessary to register them.

Basic Path

01. Select the Control Panel feature in the main menu.

02. Access the Documents tab.

03. Click the Customized Field option.

04. Click Add.

05. Enter the Customized Field code.

06. Enter the description of the Customized Field in question.

07. Check if the field will be applied to all folders or documents below the folder created.

08. Click Save.

Alternative Path(s)

Edit Customized Field

01. Select the Customized Field that you want to edit.

02. Click Edit.

03. Edit the Customized Field information.

04. Click Save.

Delete Customized Field

01. Select the Customized Field that you want to delete.

02. Click Delete.

03. Click OK to confirm the deletion.