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Managing tracked fields

You can add or manage up to 20 tracked fields from Document Tracking in your account settings.

Adding tracked fields

  1. Go to Settings and click Document Tracking in the Development Resources section.

  2. Click the plus icon to add a tracked field.

    The Tracked Field dialog opens.

  3. Enter a name for the tracked field in Field Label.

  4. Select a data type from the Data Type dropdown list: Character, Number, or Date/Time.

  5. Click OK

Manage tracked fields

After adding tracked fields, you can perform the following actions:

  • Click the pencil icon to edit a tracked field

  • Click a tracked field in the list to select it and then click the X icon to delete it

  • Click a tracked field in the list to select it and then the up or down arrows to reorder it in the list

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