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 

Where can my Employees Find Custom Fields?

• Access the Document 
• See Additional Information 

Create Custom Fields in Documents 

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

Edit the Custom Fields you have Created 

• Click on the configuration tool  ⚙
• Press Edit