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Setting up Meta Data or user fields is easy with the Publication Space. Setting the up prior to project commencement will allow you capture all the relevant details related to your documents.

There are 2 types of Fields

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

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Image Added Custom Fields = Fields that you can add to a project that can be customised as needed.


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Add Edit Revision Statuses

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  1. Publication Space
  2. Settings

 


On the Publication Space Settings page Click on Fields

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


Add a new Type

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

 


A new row will be added

  1. Give the type a code and description


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  1. Apply your roles to the new Type
  2. Click Done

 

 



Edit an existing Type

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

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

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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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