Document field and access settings

Manage standard Document fields in the Module field settings → Documents section. Here, you can modify field visibility, requirement status, default values, and helper text. For certain fields, you can enable display in the customer portal.

If you require information not included in the standard form, use Additional fields and select the Documents module. Modifying a standard field changes the behavior of an existing field, whereas an additional field creates a new data entry point.

Hiding a field does not delete previously recorded data. Manage access to Documents via roles, organizations, and assigned personnel.

Before making a field mandatory or hiding it, verify the creation and editing of new Documents, the list view, the customer portal, and any text templates in use. Reopen the form after applying changes.

Related articles

• Document Text Templates
• Document Categories and Statuses