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.

Tip:

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.