Adding New Fieldsets


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Managing KnowledgeTree > DMS Administration > Document Metadata and Workflow Configuration > Document Fieldsets > Adding New Fieldsets

This procedure adds new normal or conditional fieldsets.

 

Perform the following steps:

1.Use your administrator credentials to log in to KnowledgeTree's web interface; then, to open the Document Fieldsets section, click DMS Administration - Document Metadata and Workflow Configuration - Document Fieldsets.

 

2.To open the Create New Fieldset page, click Create New Fieldset.

 

3.Add basic details for this fieldset: enter a fieldset name, provide a description of the information stored in the fieldset.

 

4.In the Fieldset Type section, select Normal, or Conditional to define the fieldset type.

 

5.Click Create Fieldset.

 

 

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