Creating a Custom Field

You have two easy options for creating custom Fields in your project! You must be an Account Owner or Project Admin in order to add Fields to a project, so if you are a Basic User or Review User, contact your admin for assistance.

You can navigate to your project settings page, click on the Fields tab, and use the "Create a new Field" button to add a field to your project.

You can navigate to any document within your project and open the Doc Info panel from the Document Viewer, locate the Fields section within the pane, and click the 'Add new' button to create a new Field.

In either case, you'll choose the name of your Field (Field names should consist of letters, numbers, spaces, and underscore and be 50 characters or less) as well as a color for your Field's associated Field icon.

Entering Data into a Custom Field

When the document is open in the Document Viewer, in the right side Document Info pane, you can type in the information needed, and then you can click ‘Save’ 

The Save button for each Field only becomes active if the data has changed since you last saved it, which makes it easy to see which items you've recently altered.

Searching Custom Fields

We've made searching your Fields easy! You can either use the advanced search builder, or you can use the direct search syntax:

custom.reason_for_privilege:SSI

Exporting Custom Fields in Downloads

When creating a Download simply locate your custom Field in the list of available fields when creating a new template.

Custom Fields will be prefixed in the list of available field options with "Field:" (which is a great way to filter for them quickly!).

Deleting Custom Fields

Project Admins and above can navigate to the Project Settings page, locate the Fields tab, and click Delete to the right of the Field you'd like removed. You'll be prompted to confirm your choice by clicking "Delete" to continue or "Cancel" to stop your deletion.

REMINDER: Deleting a Field is permanent and irreversible--any data populated in a Field you delete will be lost! Be careful.

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