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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. You can add up to 10 custom forms per document.
    document_custom_form.png
  4. Click Edit Custom Form to enter information into the fields.
    Document_Edit_custom_form.png
  5. Click Save to keep the information entered. Click Cancel to remove the information entered.
    Or
    Click Remove this form to remove the form from the document.