Create a Document Custom Field (CDM only)

Owned by Debby Gibson
Last updated: Jun 30, 2020 by Marleze Scheepers (Unlicensed)
1 min read

Custom Fields are user definable and can be set to record key pieces of information required for any given document.  There are 14 fields to be used system wide. As soon as these fields are created, they can be used to apply data to either a Document Template, or to a newly created document. Once a value for a Custom Field is entered against a document, this information can then be used on any Document Grid for filtering purposes.

Custom Field Values can be applied to any given document template.  When a new document is created from the Document Template, it will inherit the Custom Field Values from the template.

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How to Create Custom Fields:

  1. Navigate to the Document Templates by clicking Templates and Documents
  2. Click the Custom Fields button on the Toolbar
  3. Enter the name of a Custom field
  4. Define the type of the field (e.g.: Fixed List, Checkbox, Money etc)
  5. Select if the field is mandatory to be completed for every document when it is updated
  6. Click the Update button to apply
  7. This field will now be visible within the Document Properties dialog for all documents in the system