Custom Tabs

Create a Custom Tab

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

2. Click New. The New Custom Tab screen displays as shown below
   
   

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

4. Click Save

Edit Custom Tab

Users with the required Permissions can edit Custom Tabs. Follow the steps below to edit a Custom Tab:

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

2. Select the Custom Tab you want to edit. The first Custom Tab will be selected by default

3. Click Edit. The Edit Custom Tab screen displays

4. Make any changes as necessary to the fields. These are described in the section above

5. Click Save

Delete Custom Tab

Users with the required Permissions can delete Custom Tabs. Follow the steps below to delete a Custom Tab:

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

2. Select the Custom Tab to delete, then click Delete. A verification message displays

3. Click OK