addDocFieldHelp.html 3.36 KB
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<title>Add Document Field</title>
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<div class=Section1>

<h2>‘Add a Document Field’</h2>

<p class=MsoNormal><![if !supportEmptyParas]>&nbsp;<![endif]><o:p></o:p></p>

<ol style='margin-top:0in' start=1 type=1>
 <li class=MsoNormal style='mso-list:l0 level1 lfo3;tab-stops:list .5in'><span
     style='font-size:10.0pt;mso-bidi-font-size:12.0pt;font-family:Arial'>Enter
     the name of the new document field.<o:p></o:p></span></li>
 <li class=MsoNormal style='mso-list:l0 level1 lfo3;tab-stops:list .5in'><span
     style='font-size:10.0pt;mso-bidi-font-size:12.0pt;font-family:Arial'>Select 
     the data type of the new field using the drop-down list.</span> </li>
 <li class=MsoNormal style='mso-list:l0 level1 lfo3;tab-stops:list .5in'><span
     style='font-size:10.0pt;mso-bidi-font-size:12.0pt;font-family:Arial'>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.</span> </li>
<li class=MsoNormal style='mso-list:l0 level1 lfo3;tab-stops:list .5in'><span
     style='font-size:10.0pt;mso-bidi-font-size:12.0pt;font-family:Arial'>If the 
     field is made a Lookup field, lookup data must be added in the Document Field Lookup 
     Management Section.</span> </li>
<li class=MsoNormal style='mso-list:l0 level1 lfo3;tab-stops:list .5in'><span
     style='font-size:10.0pt;mso-bidi-font-size:12.0pt;font-family:Arial'>Click the 
     Add button to save the new field.</span> </li>

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<br>
<p class=MsoNormal <span
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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.
</span>
</p>
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