Prerequisites
Before you begin, make sure:
You have the admin role.
Step-by-Step Instructions
Step 1: Access Admin Console
Log in to ProcureDesk and navigate to the admin console.
Click on "Configurations".
Step 2: Enable Custom Fields
Under Company Settings > "General", locate the checkbox to enable custom fields and ensure it is checked.
Save the changes.
Step 3: Manage/Create Custom Fields
Navigate to Configurations from the left menu > "Other Settings" > Manage Custom Field.
Step 4: Add a Custom Field
Click on "Add Custom Field." Check the "Used in Document" box to determine where the custom field will appear. Provide a name for the custom field and configure additional settings as needed.
Additionally, You can select the placement of the custom fields based on how they will be used in documents from the Custom Fields List page.
Step 5: Create the Custom Field
Click "Create Custom Field" to save your changes.
FAQ
Can custom fields be edited or deleted once created?
Custom fields cannot be deleted if they are currently in use within a document. However, you can edit their configurations or deactivate them if needed. Access "Manage Custom Field" to make these adjustments.