Adding a Custom Form to a Document

You can add a custom form to a document or to a document version to capture additional information or metadata specific to your assets.

  1. Navigate to the document where you want to attach a custom form and click it.
  2. Click the Custom Form tab located in the right side panel
  3. Select the custom form you want to attach from the Make a Selection drop-down menu. Only active custom forms display in the drop-down menu. You can add up to 10 custom forms per document.
  4. Click Edit Custom Form to enter information into the fields.
  5. Click Save to keep the information entered. Click Cancel to remove the information entered.
    Click Remove this form to remove the form from the document.

Audited 7/23/2018

This article last updated on 2019-03-07 15:12:00 UTC