Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Add a Custom Field to a Transmittal

1. To add custom user fields to your transmittal Publication Space > Settings.

Image Modified

2. Click on the Transmittals tab.

3. Click on the Add Custom Field button.

4. Choose the type of custom field you require.

5. Follow the steps located in User Field Customisation

6. If the user field is required (mandatory) place a tick in the check box in the Required column.

Image Modified

7. Please note that by default we ONLY display the REQUIRED, user fields.

8. To view and fill out the other custom fields click on Show More.

Set Transmittal Custom Fields when Importing to the Publication Space

You can also set transmittal values when importing in the final step of the import process. Refer here for more information about Importing to the Publication Space.