Custom fields

Fields control which columns appear in a folder’s document list. You can add, remove and rename fields to suit the needs of each folder within your matter.

How to create custom fields #

1. Open the matter where you want to create the new fields
2. Click on New Field on the top right corner
3. Add a field name
4. Optionally, update the Data type and display options
5. Click Create

Your field can now be added to any folder.

How to add or edit fields in a folder #

1. Open the matter where you want to edit the folder fields
2. Click on the folder you want to modify
3. Click the Cog icon on the right hand side of the folder
4. Under the Fields tab you can:

• Add a field — click the Select a field to add dropdown at the bottom of the list and click +
• Rename a field — type a new name in the Column Name Override field next to it
• Remove a field — click the X button next to the field you want to remove
• Reorder fields — drag and drop using the three lines icon on the left of each field

5. Click Update

Note: You can also edit a field’s settings by going to the Setup tab and clicking Folder in the left panel.