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

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

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

Add 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 
   

or

1. Publication Space
2. Settings

On the Publication Space Settings page Click on Fields

To Edit Rev Statuses

1. Click on Edit in the Rev Status row
   

To Add a new Status

1. Click on Add Status
   
2. Give the Status as name by clicking into the Row that was just added
   
3. Give it a Code
   
4. Configure Who has Access and click Done
   

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

To Add Rev Statuses from Excel

1. Click on Import Status from Excel
   
2. Download the Template
   
3. Fill it in with Rev Status name and Code
   
4. Select the excel file. Click Import
   

To Disable a Rev Status

1. Click on Disable in the Rev status row

Showing 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 new Type

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

A new row will be added

1. Give the type a code and description
   
   
   

Types are Applied to roles. This means that when a role is configured agaisnt a particular type only users from that Role will have access to this type within the Publication Space.

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 

Import Type from Excel

1. Importing types from Excel is very similar to Import a Rev Status 
2. Click on Import from Excel
   
3. Download the Template
   
4. Fill in the Type Description and Code
   
5. Select your excel file and Import it
   

Disable a Type

1. 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.

Adding Disciplines and Editing them follows the same process as Adding/ Editing Types. 

To begin click on Edit on the Type row on the Standard Fields section

Add a New Custom User Field

Click here to learn about adding Custom fields