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Check that all Document fields are correct

Now, check that the document fields for your new project have been created correctly.

1. Click the Document Fields tab.

2. Check that all Document Fields are correct, as per your Project Configuration document.

Check for the following:

  • Are the document fields labeled correctly?
  • Are the correct document fields marked as mandatory?
  • Have the correct document field types been used?
  • Are the correct fields marked as searchable?
Project Settings screen

The Project Settings screen, with the Document Fields tab selected

If the Lock fields labels button is greyed out you cannot make changes to this screen. Contact our Service Desk, who will be able to make the changes for you.

Some document fields must always be included on an Aconex project

Some document fields must be included on every project. These fields either: 

  • can't be edited
  • allow you to make only minor changes.

While these fields must be included in your project, you can configure most so they are not mandatory for project participants to complete.

Must be included on your projectField typeCan you make changes be made to this field?
Document NoDocument NumberNo
RevisionTextNo
TitleTextYou can choose whether this field is mandatory
TypeSelect List (Single)You can edit the list values
StatusSelect List (Single)You can choose whether this field is mandatory
ConfidentialCheckboxNo
FileFileYou can choose whether this field is mandatory
Print SizeTextYou can choose whether this field is mandatory
Date ModifiedDateNo
Review StatusSelect List (Single)No
Review SourceTextNo
Date UploadedDate rangeYou can choose whether this field is mandatory
Uploaded byNumberYou can choose whether this field is mandatory
VersionVersionNo
mandatory fields

Confidential is one of the mandatory document fields.

Some document fields do not have to be included on your project

Any fields marked in bold, and where the Use Field checkbox is available, do not have to be included on your project.

Modifiable document fields

If you need to add another document field to your project

1. Determine what type of field you need to add.

Field typeDescriptionNotes
Select list (single)A project participant can only select one value from this list.
Select list (multiple)A project participant can select as many values from this list as they need to.
TextThe project participant can type any text into this field.
  1. Scroll down to one of these field types that are not currently being used on your project.
  2. Now follow the instructions here:

If you need to change a document field label

You can change any document field that appears in bold.

  1. Click on the document field name to edit.
  2. Type the field label into the mandatory field. Mandatory fields are marked in yellow.
  3. If your project participants will be using Aconex in a language other than English considering translating the field.
  4. Click OK.
Changing the field label

If you need to make a document field mandatory

In the mandatory column check the mandatory box next to the required document fields.

If you want to edit the help text

You can help the users on your project fill in the right information in a field by adding a tooltip. A tooltip is help text that appears when a project participant hovers their mouse over the field.

  1. Click Edit in the Tooltips column
  2. Type in the help text.
  3. If your project participants will be using Aconex in a language other than English you may want to translate the help fields.
  4. Click OK.

Check your changes

You can check how your changes will appear to project participants.

  1. Click the Preview button.

Save your changes

When you have confirmed that all document fields are correct for your project, and made any necessary changes, click Save in the top right hand corner.

Any feedback?

Thanks. A ticket has been opened with the Support Central team.