Custom Field Group

Users with the required Permissions can create Custom Field Groups and Custom Fields within them. Before creating Custom Fields, you need to create their Custom Field Group.

Create a Custom Field Group

1. Click Administration > Document Management > Document Custom Fields. The Custom Tabs screen displays as shown below.
   
   

2. Select a Custom Tab under which to create a Custom Field Group, then click Groups. The Document Custom Field Groups screen displays as shown below.
   
   

3. Click New. The New Document Custom Field Group screen displays as shown below.
   
   

4. Enter information in the fields described below per your agency's requirements.

5. Click Save. A verification message displays as shown below.
   
   

6. Click OK.

Edit Custom Field Group

Users with the required Permissions can edit a Custom Field Group. Follow the steps below to edit a custom field group:

1. Click Administration > Document Management > Document Custom Fields. The Custom Tabs screen displays.

2. Select the Custom Tab containing the Custom Field Group to edit, then click Groups. The Document Custom Field Groups tab displays.

3. Select the Custom Field Group you want to edit, then click Edit. The Edit screen displays for the selected Custom Field Group.

4. Edit the Document Custom Field Group Details as necessary.

5. Click Save. A verification message displays.

6. Click OK.

Delete Custom Field Group

Follow the steps below to delete a Custom Field Group:

1. Click Administration > Document Management > Document Custom Fields. The Custom Tabs screen displays.

2. Select the Custom Tab containing the Custom Field Group you want to delete, then click Groups. The Document Custom Field Groups screen displays.

3. Select the Custom Field Group to delete. The first one will be selected by default.

4. Click Delete. A verification message displays.

5. Click OK.

NOTE: The Custom Field Group will be deleted only if it is not associated with any Custom Field.