Using document fields

1. From the navigation menu, click Setup, and select Project Settings.
2. Click Documents and select Document Fields.
3. 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? (for example select lists, or text fields)
• Are the fields you have selected searchable?

Choose which fields are used on your project and which fields are mandatory

Click the pencil icon in the Action column to make changes, such as making the field In Use or mandatory. Click the tick icon when you've finished editing.

Set a field as In Use to make a field available in your project. Change it to Not In Use it if you do not want to use it on your project. 

Some document fields must be included on every project (the are always set as in use) and some are always mandatory. Note you cannot make the Review Source and Review Status fields mandatory but you can set them as not in use.

Do you need another document field for your project?

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

• 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.
• Text: The project participant can type any text into this field.

2. Scroll down to one of these field types that are not currently being used on your project.
3. Follow the instructions to add and edit document field select list values.
4. Follow the instructions to edit a document field label.

Check your changes

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