Introduction
This guide will show you how to create custom fields for use with documents and folders in the Easy Document Management System (Easy DMS). This is useful for adding specific metadata to your documents, improving organization and searchability. By following these steps, you’ll be able to add customized fields that meet your project or business needs.
Target Audience
- Administrator
Prerequisites
- Administrator access to Easy8
- Access to Global menu > Administration
How to Create Custom DMS Fields
Step 1: Navigate to Custom Fields
- Go to the Global menu
- Click on Administration
- Select the Custom field option
Step 2: Create a New Custom Field
- In the command toolbar, click on New custom field
- From the list of types, choose the new Easy DMS field type
Step 3: Fill in Field Details
- You will see the standard New custom field form
- Set up your custom field parameters (such as name, format, required status, visibility, etc.)
- Save the custom field when done
Conclusion
You have successfully created a custom DMS field. These fields can now be used in documents and folders to store additional information tailored to your needs.
