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Index
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Basic Path
01. Select the Control Panel feature in the main menu.
02. Access the Documents tab.
03. Click the Customized Field option.
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Speaking of Customized Fields...
This feature allows you to customize fields in the general information of a folder or document, by adding new fields to be filled in. These fields can receive predefined values or you can enter them in the creation of folders or documents.
To use the new fields in documents and folders, it is necessary to register them.
Add a custom field
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01. In the main menu, click Control Panel, then check Customization container and click Customized field.
0204. Click Add.
0503. Enter the Customized Field code.
0604. Enter the description of the Customized Field in question.
0705. Check if the field will be applied to all folders or documents below the folder created.
0806. Click Save.
Alternative Path(s)
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After saving, the custom field can be added and filled in the document properties. |
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Edit Customized Field
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01. Select the Customized Field that you want to edit.
02. Click Edit.
03. Edit the Customized Field information.
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The system does not allow you to modify the code field. |
04. Click Save.
Delete Customized Field
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01. Select the Customized Field that you want to delete.
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03. Click OK to confirm the deletion.
| Informações |
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Speaking of Customized Fields...
The Customized Fields function is nothing more that the customization of fields in the general information of a folder or document.
In the folder and document general information, you can add new fields. These fields can receive predefined values or you can enter them in the creation of folders or documents.
To use the new fields in documents and folders, it is necessary to register them.
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This documentation is valid from the 1.7.0 update - Lake. If you use a previous update, it may contain information different from what you see on your platform. |
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