Custom fields in Documents

Add additional information to all the documents uploaded to Factorial.

Where can I Find Custom Fields? 

  • Head to Company 
  • Select Documents 
  • Scroll until you find Custom Fields 

Custom Fields - Doc

Where can my Employees Find Custom Fields?

  • Access the Document 
  • See Additional Information 
Additional Info - CUSTOM FIELDS

Create Custom Fields in Documents 

  • Add Custom Field 
  • Fill in the blanks 
  • Create Custom Field 

Type of expense

Edit the Custom Fields you have Created 

  • Click on the configuration tool 
  • Press Edit 

    Edit Custom FIelds