Fields & Tags

Use the Fields page to manage the Coding section of the Document Viewer and:

  • Add new coding fields.
  • Edit existing coding fields.
  • Delete coding fields.

To open the Coding Fields page

  • Click Review > Review Management > Fields & Tags.

To add a coding field

  1. In the Fields menu bar, click Add.

  2. In the Add New Field section, enter the Name of the coding field.
  3. Select the Privacy of the coding field to determine the users who will see the coding field in their Coding pane.
    • Public: All users.
    • Firm: A predefined group of users.
    • User: Only the user who created the coding field.
  4. Select the Custom Field Format of the coding field.
    • CHECKBOX
    • DATE
    • DATE_TIME
    • DECIMAL
    • DROPDOWN
    • ENDORSEMENT_TAG
    • ENDORSEMENT_TEXT
    • INTEGER
    • MEMO
    • RADIO
    • SEPARATOR
    • STATIC
    • TEXT
    • TIME
    • YESNO_CHECKBOX
    • YESNO_RADIO
  5. Enter the Max length of the coding field, if available.
  6. Enter the Value of the coding field, if available.
  7. Enter the Attributes of the coding field, if available, each on its own single line by pressing Enter.

    8. Note: Attributes can be added to coding fields with the following Custom Field Formats:

    • CHECKBOX
    • DROPDOWN
    • ENDORSEMENT_TAG
    • RADIO
  8. Enter the Tags you want to add to the coding field,

  9. Click Create.

To edit a coding field

  1. In Fields section, locate the field to edit, click its Action icon and select Edit.
  2. Make the desired updates in the Edit Field section and click Save.

    3. Note: Certain options, such as Privacy and Custom Field Format, cannot be edited after a field has been created. If these fields need to be updated, do the following:

    • Create a new coding field.
    • Transfer the content of the coding field with the Privacy or Custom Field Format you want to update.
    • Update the Privacy or Custom Field Format.
    • Save the new coding field.
    • Delete the initial coding field.

To delete a coding field

  1. In Fields section, locate the field to delete, click its Action icon and select Delete.
  2. In the Delete Field dialog box, click Delete.

To set the object level security for a coding field

  1. In Fields section, locate the field you want to work with, click its Action icon and select Object Security.
  2. Complete the Object Security dialog box.