Add a Document Field

  1. Enter the name of the new document field.
  2. Select the data type of the new field using the drop-down list.
  3. 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.
  4. If the field is made a Lookup field, lookup data must be added in the Document Field Lookup Management Section.
  5. 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.