Document Fields

Settings > Administration > Global Resources > System Objects > Documents

Because the Documents object plays such an important role in the platform and is embedded in many processes, very little modification of the Documents object is permitted.

It is possible to add fields to the Documents object, which will appear in the Document record. These fields are available as Filter and Sort parameters in Views and Reports.

Users that have the Customize Objects permission can define custom fields for documents

Considerations

• A maximum of 10 custom fields can be created
• Fields in documents can be reordered
• Fields are accessed while creating/updating a document, notes or attachments

Add a Field

To add a field to the Documents object:

1. Click Settings > Administration > Global Resources > System Objects > Documents
2. Choose one of the following options:

• Click the [New Field] button, using instructions at Add Field
• Click the [Reorder] button to change the order of the fields

The added field(s) appear in the Additional Information Section of the document record.

Reorder Fields

To reorder fields:

1. Click Settings > Administration > Global Resources > System Objects > Documents
2. Click the [Reorder Fields] button.
3. Use the Arrow Buttons to change the order of the fields.