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