Custom Fields #

Documents use two field systems:

Document Type Fields #

Defined per document type:

• Dropdown fields (e.g., "Discipline" with options "Mechanical", "Structural", "Electrical").
• Always required when creating or editing a document of that type.
• Option abbreviations are used in auto-generated reference numbers.

Project-Level Custom Fields #

Defined per project, apply to all documents:

• Support five types: Text, Number, Date, Single Select, Multi Select.
• Each can be marked required or optional by the project administrator.
• Appear as additional columns in the document registry.
• Managed by Document Controllers in Project Settings.