Configuring a Document view

Do the following in the Configure Document View dialog box:

Tip: Each field in Record Edit is listed. Some fields are grouped together, such as under Classifications or Created/Modified. You can configure each separately (Example).

  1. Add a new document view (optional).

  2. Click the button, and choose the document view to configure.

  3. Do any of the following in the left pane:

  4. For a highlighted item, do any of the following in the right pane (under Record: <name>):

  5. Click OK.

Important

Related Topics

Classifications

Configure Document View dialog box