Using Custom Fields

If you work across different projects XL-Upload will add any customised fields which exist within your project. This feature is dependent on the project specified in Defaults from the XL-Upload menu. After specifying your project and saving you will be prompted to enter your user security credentials.

Once you have successfully entered your credentials, XL-Upload will review your project for any custom Document fields and add them into your XL-Upload sheet in the far right columns.

If the document module has custom fields that are linked to configuration tables, they will show as dropdown fields in XL-Upload after selecting ‘Get Document Details’ without the need to have a customised version of XL-Upload.