You have access to the Manage Custom Doc Fields from the top menu under 'Management>Manage Custom Doc Fields'. Only Account Admin Users can set up these fields (although all users can view and use). If the administrator for your or others should have this privilege and do not, please contact customer support. Please note that Admin Users can set up unlimited numbers of custom tags to enable sophisticated document organization and filtering. 4-Now the last step is from the Account>Manage Users page, where you 'Edit' new or existing users (don't forget to grant case access):How to Set Up Custom Coding Section and Fields ![]() Adding Coding Sections ![]() Adding Fields Coding fields are added in a similar fashion. First click on ‘Add Coding Field’ and specify the label name and whether a check box or text box is desired. ![]() Viewing Custom Sections and Fields within the Document Viewer ![]() ![]() Once a custom field label has been changed on the 'Manage Custom Coding Section page, then the new label also will display on the discovery tab of the document viewer (below). Manage Custom Field Titles To Sort Items This section will also help you sort items in a folder into date order which consists of several other folders and all items in each folder is to be sorted in one continuous date order. Here is what you should do: >Go to 'Management>Manage Custom Doc Fields >Rename one of the Custom Sections with something meaningful for the filter you intend to apply. >Go to Browse and open the first folder >Select all documents and then do a multi-doc edit to assign the newly created tag to the documents. ![]() >Then navigate to the top level of Browse remove any folder filters and then from filters select and apply your newly created tag. This filter will now show all documents from the multiple folders. You can then sort in date order. Distinction Between Coding Section and Coding Fields Custom Coding Section is the unique name of a custom field and it only allows text in its titles, while custom coding fields will be the tags under the coding section that can be either check boxes or text boxes. ![]() Use of Custom Coding ![]() You can check (or fill in text on text boxes) and save as part of the coding process. Please note that you can reorder both Custom Coding Section and Fields by using the mouse to drag and drop to move the sections. Viewing Sections and Fields in Browse and Search ![]() check-mark symbol. Filtering on Fields in Browse or Search ![]() Deleting Custom Tags When you create a new custom tag, it will be available in all existing documents within the current case you will be working on. If you have already updated documents with the new tag, it will retain information locking document sets or document libraries using the coding fields. For this reason if you need to delete custom coding fields and section, first you have to use 'Multi Doc Edit' to untag the metadata associated to the files or use the Coding in Excel & Upload Metadata to reset multiple fields at once. Creating Limited Users Using SharedCheckbox Fiels 3- Select documents from the Browse or Search pages, and then in the Multi Doc Edit apply the 'sharedcheckbox' field you created for the limited user.If you classify a new or existing user under the 'Limited User' type, you also can grant this type of user access to either all or shared documents by doing the following: 1-Click on the 'Add Coding Section' and enter a unique name of a custom field(e.g. 'Limited Users') 2-Click on the 'Add Coding Field' and enter as many 'SharedCheckbox Fields' as you want depending on the set of documents to be shared or users. (e.g. 'Jane Doe' or 'Enron Production Set 2014-06') 5-When you click on the 'Edit' hyperlink, the Edit User dialog box will open and give you the option to set the User Type as 'Limited User' and select the Custom Coding Fields you want the limited user to have access to (e.g. 'Enron Production Set 2014-06'). Please note that you can remove access to those documents by clicking the 'Remove' button available under the Custom Coding Fields Access main table. Please visit our help page for more information about Limited Users. |