About custom fields | VDRPro

  • Updated

Product: VDRPro
Applies to: All managers and publishers

Custom fields provide a structured way to describe your documents, folders, exchanges, and groups in greater detail. Custom fields let you enter specific pieces of information (known as metadata) such as expiration dates and locations. These fields also can be used when generating reports. Without custom fields, you might have used the Notes field to keep track of this information.

Custom fields make it easy to manage the information and ensure that it is entered consistently. After custom fields are configured and “published” for documents, folders, and groups their metadata is displayed in columns in the list of folders and documents on the Documents screen. Exchange-level settings are shown on the Exchange Settings Details screen. Group metadata is displayed in columns on the Users and Groups page.

Exchange members with the following roles automatically are allowed to view and configure custom fields: Manager Plus, Hidden Manager Plus, Manager and Publisher Plus. People with Manager Limited and Publisher roles can also be given this ability. you can assign values to custom fields for documents, folders and groups when you add them to your exchange. 

If you have the Manager Plus or Hidden Manager Plus role, you can create custom fields of type text, numeric, date, and selection. Before you can begin using custom fields, the Use Custom fields exchange setting must be enabled by an Intralinks administrator. In addition, you may be able to configure, based on role, who can see and edit custom fields for documents and folders. The Allow role-based permissions for custom fields exchange setting must be enabled by an Intralinks administrator for this feature. You can view this setting by clicking Settings --> Exchange Settings --> Metadata (Advanced Settings). 

Contact your Intralinks Client Services representative if you want to enable one or both of these features. 

If you manage multiple exchanges, a different set of custom fields can be configured for each exchange.

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