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Custom Fields

Custom fields enable you to define drop down lists to be used by document authors to insert pre-defined text into an item source document (i.e. Google Doc or Word document). For example a custom field could be created that enables the author of a document to choose one or more items from your corporate plan that relate to a particular council meeting report.

Before a custom field can be used it must be created and then added to a template or document section. Once added to a section it will then be available for use in any items added to that section.

The following three sections give detail on working with custom fields:

  1. Maintaining Custom Fields
  2. Adding Custom Fields to a Section
  3. Using Custom Fields