Related articles

Apply project fields to document types

If you’ve created project fields for your project you can apply them to document types and specify if they are mandatory.

If you’ve created project fields for use in Mail, Documents, Packages and Field, you can assign them to document types. This saves project participants time and effort. 

  • When uploading documents, users will see the most relevant fields for each document type, saving them precious time and capturing richer information.
  • When searching for documents, users can search on project fields to find documents faster.
  • Mix and match document fields, project fields, and project field hierarchies to make a custom metadata flow that's easiest for you. Project fields are applied to specific document types, whereas document fields apply to all.

Not using project fields? You'll need to create them first.
 

Things to note: 

  • By applying project fields to document types, all users on the project will be upgraded to the new upload experience.
  • Existing Document Fields cannot be migrated to Project Fields.
  • Not supported in Bulk Processing, Supplier Documents, or Tenders/Bids.
  • The Import metadata option in the new upload replaces Bulk Processing.
  • Use project field hierarchies to cascade your project fields.
  • Autonumbering can use a combination of project field and document field codes. The project field(s) must be mandatory and codes must be enabled and set for it.

Apply a project field

  1. From Setup click on Project Settings.
  2. Click Documents, then click Document Types.
  3. Click on the Document Type you wish to apply project fields to.
  1. Click the plus icon to the right of the project field you want to add to the document type. Note that the order that you add fields will be the order they appear on the upload screen, but you can change in step 8.
  1. Click the pencil icon to edit a project field or create one by clicking +New Field.
  1. You can make a field mandatory by selecting the tick box in the Mandatory column. You'll need to set this if you want to use this field in autonumbering.
  1. To remove a field from the document type, click the tick box on the left and click Remove.
     
  2. To change the field order, click the button with 6 dots for that field and drag it to the new position.

  3. Click Save to apply your changes.

Autonumbering

Optional: Configure autonumbering on your document type
Use autonumbering to generate a unique document number for uploaded documents of this type. Learn more

What's next?

Was this helpful?