Users with the required Permissions can create a Custom Tab.
Create a Custom Tab
Click Administration > Document Management > Document Custom Fields. The Custom Tabs screen displays as shown below.
Click New. The New Custom Tab screen displays as shown below.
Enter information in the fields described below per your agency's requirements.
Field | Description |
Name | The name of the Custom Tab. |
Inactive | When selected, disables the use of the Custom Tab. |
File Cabinet Drawers | The File Cabinet Drawer(s) under which the Custom Tab will be located. |
Click Save.
Edit Custom Tab
Users with the required Permissions can edit Custom Tabs. Follow the steps below to edit a Custom Tab:
Click Administration > Document Management > Document Custom Fields. The Custom Tabs screen displays.
Select the Custom Tab you want to edit. The first Custom Tab will be selected by default.
Click Edit. The Edit Custom Tab screen displays.
Make any changes as necessary to the fields. These are described in the section above.
Click Save.
Delete Custom Tab
Users with the required Permissions can delete Custom Tabs. Follow the steps below to delete a Custom Tab:
Click Administration > Document Management > Document Custom Fields. The Custom Tabs screen displays.
Select the Custom Tab to delete, then click Delete. A verification message displays.
Click OK.