Viewing Existing Fieldsets


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Managing KnowledgeTree > DMS Administration > Document Metadata and Workflow Configuration > Document Fieldsets > Viewing Existing Fieldsets

This procedure displays fieldsets that exist in your system.

 

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.View existing document fieldsets listed in the table on Document Fieldsets page. The table displays the following information for each fieldset:
fieldset name
whether the fieldset is generic
a list of fields in the fieldset (if any)
document types using the fieldset
Edit and Delete icons - to add or edit field, or to edit the fieldset, click the edit icon; to delete the fieldset, click the delete icon

 

 

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