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 

screenshot-app.factorialhr.com-2022.03.18-14_18_54


Create Custom Fields in Documents 

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

Mar-18-2022 14-22-26

How to add Custom Fields in Folders?

  • Scroll to Employee Directory 
  • Click on Add Folder 
  • Add Name 

Mar-18-2022 14-58-55

  • Select the custom field(s) you wish to have in this folder 
  • Activate the custom field 

⚠️If you do not activate the custom field it will not be visible for your employees. 

💡You also have the option to create the custom field from within the folder. 

Mar-18-2022 15-10-19


Where can I find my Folder?

☝🏽You will only be able to visualise the custom fields within the folder for which you enabled the field.

  • Head to My Documents 
  • Find your Folder (e.g. Work Clothing)
  • Enter the folder and click on +Upload documents 

Mar-18-2022 16-07-46


Where can my Employees Find Custom Fields in Documents?

  • Access the Documents 
  • Click on the Folder (e.g. Working Clothes)
  • See Upload document 
Mar-18-2022 16-16-37