2. Intermediate Documents Session 2

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

4. 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.

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

6. Basic Searching

7. Advanced Searching

8. Report Fields and Sorting

9. Report Filtering

10. Templates

11. 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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Take the Survey!
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