Intermediate Documents Session 2

Agenda: https://quc2019.qualtraxcloud.com Document Custom Fields Usage: Searching – Basic, Advanced Reporting – Fields, Filtering, Sorting Templates Custom Field Creation Applying Document Custom Fields https://quc2019.qualtraxcloud.com

Custom Field Creation/Management Requires a permission: Custom Field Administration Unlocks the Administration > Custom Fields page, allowing you to create, edit, and remove Custom Fields used in workflows, documents, personnel custom fields.

Document Custom Field Usage Searching Basic Advanced Reporting Fields Filtering Sorting Templates

Basic Searching

Advanced Searching

Report Fields and Sorting

Report Filtering

Templates

Custom Fields Creation Where to Create Custom Fields: Administration>Custom Fields Available Custom Fields for Documents Date List Text Prefix Title with - DOC (optional) DOC = Document Purpose: Ease of finding fields specific for documents in the entire list of system custom fields. Example: DOC - Department

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