Add a User Field Option on the Fly

If you are set up as an Admin for a particular user field you can add options to the list of available choices on the go. 

This option is available to you on the:

1. Upload page.

2. Document details page.

3. Basket page.

Upload Page

1. On the upload page, navigate to the user field you wish to edit.

2. Click on the arrow and scroll to bottom of options to Add Value. 

3. When the below window pops up, enter Name, Code and Click Save. 

Details Page

1. When viewing your document, click on the Details Tab.

2. Click on Edit.

3. Select the user field you wish to add a value to.

4. Click on the down arrow and scroll to the bottom option Add Value. 

5. When the below window pops up, enter Name, Code and Click Save. 

Basket

1. Once you have put documents into the basket, select the documents you want to bulk edit.

2. Click Bulk Edit.

3. Select the user field you want to edit, Select Add Value.

4. Apply to Selected or All Documents in the basket.