Adding and removing custom document properties

You can add custom properties to a document type to store additional information about documents. The properties will appear on the document's property page in the detail view. The custom properties must exist before you can add them. For more information about custom properties, see About custom properties.

Tip    Once you have opened a document type's custom properties page, you can add and remove custom properties for other document types without returning to the document types list page. Simply select an existing document type from the list on the property page, if necessary, and click the appropriate button.

Note    The Default custom properties list on the a document type's custom properties page lists the custom document properties that have been added by default for all documents in the workspace.

To add custom properties to a document type:

1. In the Settings view, expand the name of the workspace in which you want to edit the document type, expand Document properties, and click Document types. A page listing the existing document types appears.
2. On the Actions menu of the document type that you want to edit, click Edit custom properties. A page showing the document type's current custom property options appears.
3. Select custom properties from the Available custom properties list that you want to add to the selected document type. To select multiple custom properties, press and hold the Ctrl key while clicking custom property names. To select a range of custom properties, select the custom property in the range and then press and hold the Shift key while selecting the last custom property in the range.
4. Click Add custom properties. The properties disappear from the Available custom properties list and appear in the Included custom properties list.

To remove custom properties to a document type:

1. In the Settings view, expand the name of the workspace in which you want to edit the document type, expand Document properties, and click Document types. A page listing the existing document types appears.
2. On the Actions menu of the document type that you want to edit, click Edit custom properties. A page showing the document type's current custom property options appears.
3. Select custom properties from the Included custom properties list that you want to remove from the selected document type. To select multiple custom properties, press and hold the Ctrl key while clicking custom property names. To select a range of custom properties, select the custom property in the range and then press and hold the Shift key while selecting the last custom property in the range.
4. Click Remove custom properties. The properties disappear from the Included custom properties list and appear in the Available custom properties list.