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High Compliance Environment Help Center

Edit a single-select document field for your project

Create values and value codes for single-select document field types.

These field types can be used in document auto-numbering schemes.

Tip!

  • For the document Type field you can only edit the document type Code field.
  • You must complete the Code field for each list value to be able to save your changes.
  1. Select your project in the Project Selector at the top of the page.
  2. Click the Setup button on the Module Menu, and under Project, click Project Settings.
  3. Click the Document Fields tab.
  1. Scroll to the name of the single select field you want to edit list values for.
  2. Click the Edit link in the List Values column.
  1. Click the Save Changes button in the confirmation message.
  2. Enter the document field value text in the text box. To add multiple values, press the Enter key and enter the value text on the next line.
  3. Click the Add button to add your new list values.
  1. Enter an alphanumeric code in the Code field for each new list value. The code field can be used in document auto-numbering schemes.
  1. To remove a list value, select the checkbox in the Remove column.
  2. Click the Save button.