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Standard Fields come included with the Publication space. Some customisation is possible.

Setting up standard user fields (or Meta Data) prior to project commencement will allow capture of all relevant details related to your documents.

Image Removed Standard Fields - Comes pre-included with the Publication space. Some customisation is possible.

Image Removed Custom Fields - Fields that you can add to a project that can be customised as needed.

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Edit Standard Fields

1. Go to the Configure.

2. Modules.

3. Publication.


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or

4. Publication Space.

5. Settings.

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6. Click on the Fields tab. 

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Revision Status

Edit Revision Statuses

Revision Statuses are set up so that they can be applied when a document is uploaded to the Publication Space. This is a standard field that is required to be filled in on all uploads.

To add or edit Rev Statuses.


1. Go to the Configure.

2. Modules.

3. Publication.

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or

1. Publication Space.

2. Settings.

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On the Publication Space Setting page Click on Fields

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To Edit Rev Statuses

1. Click on Edit in the Rev Status row.

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To Add a New Status

1. Click on Add Status.

Image RemovedClick on Edit in the Rev Status row.

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2. In the next window, click on any field to edit it. 

3. When done, click Save.

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Add a Status

1. Follow Steps 1 to 6 of Edit Standard Fields and 1 of Edit Revision Status.

2. On the next window click Add Status

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2. Give the Status as name by clicking into the Row that was just added.

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3. Give it a Code.

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4. Configure Who has Access and click Done.

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To Edit a New Rev Status

1. To Edit any details about an existing Rev status simply click into each columns and make your change.

2. Then click save.

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To Add Rev Statuses Image Added

Import Status form Excel

1. Click on Import Status from Excel.

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2. Download the Template.

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3. Fill it in with Rev Status name and Code.

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4. Select the excel file. Click Import.

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To Disable a Rev Status

1. Click on Disable in the Rev status row.

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Show Disabled Rev Statuses

1. Click on the Show Disabled button.

To Enable a Disabled Rev Status

1. Click on Enable in the Rev Status row.

Add, Edit

Types

Types is a standard field in the Publication Space that can optionally be set to required.

Add a

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New Type

1. To add a new Type. Click on Edit on the Main Fields page.

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1. Apply your roles to the new Type.

2. Click Done.

Edit an existing Type

To Edit an existing type click into the row and make your changes and Click Save.

Import Type from Excel

1. Importing types from Excel is very similar to Import a Rev Status.

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5. Select your excel file and Import it.

Disable a Type

To Disable a type Click Disable on the row.

Enable a Disabled Type

1. To Enable a type Click on the Show Disabled button.

2. Click Enable.

Add Edit Disciplines

Discipline is a standard field in the Publication Space that can optionally be set to required on upload.

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