Creating Document UDFs

Create document user defined fields (UDFs) if the predefined fields do not meet your needs.

To create a document UDF:

Click Administration.
On the Administration navigation bar, click Enterprise Data.
On the Enterprise Data page, expand Documents and click Document UDFs.
On the Document UDFs page:
1. Click Add.
2. In the User Defined Field, double-click and type a name.
3. In the Data Type field, choose a type from the list.
4. Click Save.

Tips

If you intend to use reporting software, avoid using commas when creating data other than Project names. The way that data is passed to some reporting software can cause a comma to be interpreted as a delimiter between data items.