addDocFieldHelp.html
719 Bytes
<h2>Add a Document Field</h2>
<ol>
<li>Enter the name of the new document field.</li>
<li>Select the data type of the new field using the drop-down list.</li>
<li>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.</li>
<li>If the field is made a Lookup field, lookup data must be added in
the Document Field Lookup Management Section.</li>
<li>Click the Add button to save the new field.</li>
</ol>
<br />
<p>
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.
</p>