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The fields panel is a collection of system fields and custom fields. System fields are fields created by the system and cannot be edited. All forms, including custom made forms, will have at least one system field such as the "Subject" field. Other document types may have other system fields included. If a custom field has been created or shared with you, it will be displayed on the fields panel. Please reference How to Create a Custom Field for more information.
The action items panel displays action items related to the document. Use the action items panel to create new action items, set and track due dates, or mark an existing action item as completed or obsolete. Please reference the Action Items section for more information on creating and maintaining action items. For more information on workflow, please see Help section ***
Workflow is a feature that provides a step-by-step review process in which users can be assigned responsibility for each step of the workflow. When applied to an instance of a document, a workflow can be viewed and action can be taken on the workflow panel of the document.
A reference link is defined as any document type that is linked to another document type within a project. The reference links panel displays links of different document types that are related to the referenced document. For example: If an RFI document references multiple drawing documents in the question field, those drawing documents can be linked to the RFI document as references. Selecting the reference hyperlink will take the user directly to the form of the referenced document.
The attachments panel provides a means of attaching documents relevant to the form created.
The following file formats are supported:
File Versioning allows you to keep track of your files as they are modified by using the File Versioning capability. When uploading a file with the same file name that exists in the folder you are uploading to, a versioning prompt will be displayed "Do you mean new version?" Click "Yes" to upload and overwrite the existing file appended with "Version #". Click "No, this file is different" to upload the file appended with "Version #" keeping the original file previously uploaded.
The activity and access panel is used to display document activity as well as user and group access. This panel is composed of 2 areas: