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If you work across different projects, XL-Upload adds any existing customized fields from your project. This feature is dependent on the project specified in Defaults from the XL-Upload menu. After specifying and saving your project, you are prompted to enter your user security credentials.
After you have successfully entered your credentials, XL-Upload reviews your project for any custom Document fields and adds them into your XL-Upload spreadsheet in the far-right columns.
If the document module has custom fields that are linked to configuration tables, they show as drop-down fields in XL-Upload after selecting Get Document Details without the need to have a customized version of XL-Upload.
If the custom field is a multi-select field type, a pop-up window will display providing the list of values which the user can select.
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9977 N 90th Street, Suite 250 Scottsdale, AZ 85258 | 1-800-637-7496
© 2024 InEight, Inc. All Rights Reserved | Privacy Statement | Terms of Service | Cookie Policy | Do not sell/share my information