Document List User Field Use

The document list user field (also known as related user field) is a special type of user field that can be added to a form to allow the:

• Creation of new forms from directly within a section of the form.
• Link related documents i.e. link existing documents directly within a section of the form.
• Download forms if the document list user field is within a list table. 

Create New Document

1. Click on the 3 horizontal lines in the document list user field.

2. Click on Create New and select the form type you want to create from the listed.

This is an example of a document list user field in a list table.

This is an example of a document list user field outside of a list table.

Link Existing 

This allows you to link existing forms that already reside in RIB CX.

1. Click on the 3 horizontal lines in the document list user field.

2. Click on Link Existing.

3. Select from the list by hovering over the form and clicking on the Plus sign. The forms highlighted green will be added to the document list user field.   Click on the Red X if you do not want the form to be added. 

4. The forms will be added to the document list user field.  To remove a form from 

5. Use the keyword search box to search and add forms to the row or click on the 3 horizontal lines (in red square) to open up the global search tool.

You can use both the menu icon and the search bar to find existing forms.

Download 

Once forms have been added to the document list user field you can select the download tab to select forms you wish to download.

1. Check the check box for the forms you wish to download.

2. Select the download button.

3. Forms will be downloaded to your computer. 

Importing Links to a Document List User Field

When importing data into your list table you can import links to Forms and Documents.  Refer here for how to import from Excel.