---
title: e-Review - Setup Coding Fields
description: Create a Customised Set of Fields to Tag and Add Metadata to Documents When Classifying. The Document Coding App Must Be Enabled in Order for This to Work.
---

[Skip to content](https://help.safelinkhub.com/document-review-setup-coding-fields#main-content)

English

Show submenu for translations

[Contact us](https://help.safelinkhub.com/kb-tickets/new?hsLang=en)

[![safelink](https://help.safelinkhub.com/hs-fs/hubfs/safelink.png?width=133&height=30&name=safelink.png)](https://safelinkhub.com/)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- [Contact us](https://help.safelinkhub.com/kb-tickets/new)

 How can we help you?

- There are no suggestions because the search field is empty.

1. [Knowledge Hub](https://help.safelinkhub.com/?hsLang=en)
2. [eReview | Document Review | Litigation](https://help.safelinkhub.com/ereview-document-review-litigation?hsLang=en)

# e-Review - Setup Coding Fields

## Create a Customised Set of Fields to Tag and Add Metadata to Documents When Classifying. The Document Coding App Must Be Enabled in Order for This to Work.

[How to Setup Coding Fields - Gen 4](https://help.safelinkhub.com/document-review-setup-coding-fields#gen4)

[How to Setup Coding Fields - Gen 3](https://help.safelinkhub.com/document-review-setup-coding-fields#GEN3)

### How to Setup Coding Fields -Gen 4

 

<iframe src="https://scribehow.com/embed/e-Review__Setup_Coding_Fields__pFmC0oiYStqtwCvghKa8jw?as=video" width="100%" height="800" allow="fullscreen" style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;"></iframe>

[View in Full Screen](https://scribehow.com/embed/e-Review__Setup_Coding_Fields__pFmC0oiYStqtwCvghKa8jw?as=video)

 

 

1. To turn on the document coding app, click the **Manage Workspace.**
   
   ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-05-29/9a43e27c-7874-42a1-859b-3bc6605831f5/user_cropped_screenshot.webp?tl_px=0,0&br_px=2827,1438&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/F59D24_standard.png&wat_pad=98,306)
2. Go to the **Apps** section.
   
   ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-05-29/e4c39f97-cae5-4e06-a620-878f8fd7ad3a/user_cropped_screenshot.webp?tl_px=0,0&br_px=2836,1438&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/F59D24_standard.png&wat_pad=29,247)
3. Scroll down and tick the box next to **Document Coding.**
   
   ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-05-29/a156d13e-8b49-478e-ac69-1ac32988a5cd/user_cropped_screenshot.webp?tl_px=0,0&br_px=2827,1438&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/F59D24_standard.png&wat_pad=228,383)
4. Then, scroll to the bottom and click **Save.**
   
   ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-05-29/7e092b26-27a0-4b14-b3b7-39ba697df382/user_cropped_screenshot.webp?tl_px=0,0&br_px=2823,1438&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/F59D24_standard.png&wat_pad=665,358)
5. The system will direct you back to your workspace's homepage. Next, click Manage Workspace.
   
   ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-05-29/becb8c6d-5afa-47d8-bc14-f5a471284414/user_cropped_screenshot.webp?tl_px=0,0&br_px=2828,1438&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/F59D24_standard.png&wat_pad=133,303)
6. Then click **Labels & Metadata.**
   
   ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-05-29/113c5ec2-2d41-4579-9ae5-8808e385efa0/user_cropped_screenshot.webp?tl_px=0,0&br_px=2822,1438&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/F59D24_standard.png&wat_pad=75,270)
7. On the classification setup screen, you can a add new field or edit an existing field. Click **Add a New Field.**
   
   ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-05-29/09ce0554-58c8-4bfd-8a86-72ec0c44beb8/user_cropped_screenshot.webp?tl_px=0,0&br_px=2856,1438&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/F59D24_standard.png&wat_pad=313,171)
8. Enter a **Field Name.**
   
   ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-05-29/b2af770d-6634-434e-bd43-a7f55fe6382a/user_cropped_screenshot.webp?tl_px=0,0&br_px=2825,1438&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/F59D24_standard.png&wat_pad=504,187)
9. Next, select a **Field Type**. There are five different types of fields you can create. The fields you create will appear on the panel to the left of your document in the Document view.
   
   **- Yes/No** - Creates a tick box to confirm or negate your tag entry. If your entry is ticked, the system will add this tag to your document in the Documents area.  
   **- Text** -  Creates a text field on the left panel in the Document view.  
   **- Date** -  Creates a date field on the left panel in the Document view.  
   **- Date &Time** - Creates a date and time field on the left panel in the Document view.  
   **- Number** - Creates a number field on the left panel in the Document view.
   
   ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-05-29/2d6727c4-d59d-4c25-a1e8-f7619ab90c69/user_cropped_screenshot.webp?tl_px=0,0&br_px=2833,1438&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/F59D24_standard.png&wat_pad=269,255)
10. There are other Setup options below that you can customize . Also, you can choose **Colours** for each Labels.
    
    ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-05-29/f966175c-3ae3-4e01-b3da-355054f2922d/user_cropped_screenshot.webp?tl_px=0,0&br_px=2835,1438&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/F59D24_standard.png&wat_pad=276,401)
11. Click **Create** to create your custom field.
    
    ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-05-29/bfcde675-0def-4ffb-9d17-e585970c8bb8/user_cropped_screenshot.webp?tl_px=0,0&br_px=2836,1438&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/F59D24_standard.png&wat_pad=277,482)
12. Follow the process outlined above to create more fields.
    
    ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-05-29/82a8b599-17be-4aee-a7e7-1262dfd874c5/user_cropped_screenshot.webp?tl_px=0,0&br_px=2856,1438&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/F59D24_standard.png&wat_pad=358,191)

---

 

### How to Setup Coding Fields - Gen 3

 

1. To turn on the document coding app, click **Manage Workspace** to view your workspace settings. 
   
   ![1](https://help.safelinkhub.com/hs-fs/hubfs/Screenshots/GEN3/Document%20Review%20-%20Setup%20coding%20fields/1.png?width=688&name=1.png)
2. Go to the **Apps** section.
   
   ![2023-04-13\_12-40-32](https://help.safelinkhub.com/hs-fs/hubfs/2023-04-13_12-40-32.png?width=688&height=305&name=2023-04-13_12-40-32.png)
3. Scroll down and tick the box next to **Document Coding**. 
   
   ![2023-04-13\_13-18-12](https://help.safelinkhub.com/hs-fs/hubfs/2023-04-13_13-18-12.png?width=655&height=303&name=2023-04-13_13-18-12.png)
4. Then, scroll to the bottom and click **Save**. 
   
   ![2023-04-13\_13-21-20](https://help.safelinkhub.com/hs-fs/hubfs/2023-04-13_13-21-20.png?width=655&height=284&name=2023-04-13_13-21-20.png)
5. The system will direct you back to your workspace's homepage. Next, click **Manage Workspace**. 
   
   ![4](https://help.safelinkhub.com/hs-fs/hubfs/Screenshots/GEN3/Document%20Review%20-%20Setup%20coding%20fields/4.png?width=688&name=4.png)
6. Then click **Codes & Metadata**.
   
   ![5](https://help.safelinkhub.com/hs-fs/hubfs/Screenshots/GEN3/Document%20Review%20-%20Setup%20coding%20fields/5.png?width=688&name=5.png)
7. On the classification setup screen, you can add a new field or edit an existing field. Click **Add a New Field**.
   
   ![6](https://help.safelinkhub.com/hs-fs/hubfs/Screenshots/GEN3/Document%20Review%20-%20Setup%20coding%20fields/6.png?width=688&name=6.png)
8. Enter a **Field Name**.
   
   ![7](https://help.safelinkhub.com/hs-fs/hubfs/Screenshots/GEN3/Document%20Review%20-%20Setup%20coding%20fields/7.png?width=688&name=7.png)
9. Next, select a **Field Type**. There are four different types of fields you can create. The fields you create will appear on the panel to the left of your document in the Document View.
   
   ![2023-04-13\_13-25-13](https://help.safelinkhub.com/hs-fs/hubfs/2023-04-13_13-25-13.png?width=655&height=273&name=2023-04-13_13-25-13.png)
   
     - **Yes/No** - Creates a tick box to confirm or negate your tag entry. If your entry is ticked, the system will add this tag to your document in the Documents area. 
     - **Text** -  Creates a text field on the left panel in the Document view. 
     - **Date** -  Creates a date field on the left panel in the Document view. 
     - **Date &Time** - Creates a date and time field on the left panel in the Document view. 

1. - **Number** - Creates a number field on the left panel in the Document view.
2. Click **Create** to create your custom field.
   
   ![Review9](https://help.safelinkhub.com/hs-fs/hubfs/Review9.png?width=655&name=Review9.png)
3. Follow the process outlined above to create more fields. 
   
   ![11](https://help.safelinkhub.com/hs-fs/hubfs/Screenshots/GEN3/Document%20Review%20-%20Setup%20coding%20fields/11.png?width=688&name=11.png)

- [Getting Started](https://help.safelinkhub.com/getting-started?hsLang=en#main-content)

    - [Introduction to Safelink](https://help.safelinkhub.com/getting-started?hsLang=en#introduction-to-safelink)
    - [Getting Started with Your Account](https://help.safelinkhub.com/getting-started?hsLang=en#getting-started-with-your-account)
    - [Documents Area Overview](https://help.safelinkhub.com/getting-started?hsLang=en#documents-area-overview)
    - [Navigation & Interface](https://help.safelinkhub.com/getting-started?hsLang=en#navigation-interface)
- [Lexiti](https://help.safelinkhub.com/lexiti?hsLang=en#main-content)

    - [Bundles](https://help.safelinkhub.com/lexiti?hsLang=en#bundles)
    - [Chronology](https://help.safelinkhub.com/lexiti?hsLang=en#chronology)
    - [Document Review](https://help.safelinkhub.com/lexiti?hsLang=en#document-review)
    - [Managing Documents & Folders](https://help.safelinkhub.com/lexiti?hsLang=en#managing-documents-folders)
    - [Lexiti FAQ's](https://help.safelinkhub.com/lexiti?hsLang=en#lexiti-faqs)
    - [Billing & Subscription](https://help.safelinkhub.com/lexiti?hsLang=en#billing-subscription)
    - [Managing Your Lexiti Workspace](https://help.safelinkhub.com/lexiti?hsLang=en#managing-your-lexiti-workspace)
- [Expero Virtual Data Rooms](https://help.safelinkhub.com/expero-virtual-data-rooms?hsLang=en#main-content)

    - [Getting Started](https://help.safelinkhub.com/expero-virtual-data-rooms?hsLang=en#getting-started)
    - [Upload](https://help.safelinkhub.com/expero-virtual-data-rooms?hsLang=en#upload)
    - [Managing Documents & Folders](https://help.safelinkhub.com/expero-virtual-data-rooms?hsLang=en#managing-documents-folders)
    - [Working with Documents](https://help.safelinkhub.com/expero-virtual-data-rooms?hsLang=en#working-with-documents)
    - [Download](https://help.safelinkhub.com/expero-virtual-data-rooms?hsLang=en#download)
    - [Managing Your Data Room](https://help.safelinkhub.com/expero-virtual-data-rooms?hsLang=en#managing-your-data-room)
- [eReview | Document Review | Litigation](https://help.safelinkhub.com/ereview-document-review-litigation?hsLang=en)
- [Using Workspace (General)](https://help.safelinkhub.com/using-workspace-general?hsLang=en#main-content)

    - [Workspace Navigation & Views](https://help.safelinkhub.com/using-workspace-general?hsLang=en#workspace-navigation-views)
    - [Uploading Documents & Folders](https://help.safelinkhub.com/using-workspace-general?hsLang=en#uploading-documents-folders)
    - [Managing Documents & Folders](https://help.safelinkhub.com/using-workspace-general?hsLang=en#managing-documents-folders)
    - [Working with Documents](https://help.safelinkhub.com/using-workspace-general?hsLang=en#working-with-documents)
    - [Downloads & Exports](https://help.safelinkhub.com/using-workspace-general?hsLang=en#downloads-exports)
    - [Authentication & Access](https://help.safelinkhub.com/using-workspace-general?hsLang=en#authentication-access)
    - [Reports](https://help.safelinkhub.com/using-workspace-general?hsLang=en#reports)
- [Managing Workspace (General)](https://help.safelinkhub.com/managing-workspace-general?hsLang=en#main-content)

    - [Workspace Setup](https://help.safelinkhub.com/managing-workspace-general?hsLang=en#workspace-setup)
    - [User Management](https://help.safelinkhub.com/managing-workspace-general?hsLang=en#user-management)
    - [Groups & Permissions](https://help.safelinkhub.com/managing-workspace-general?hsLang=en#groups-permissions)
    - [Workspace Security](https://help.safelinkhub.com/managing-workspace-general?hsLang=en#workspace-security)
    - [Workspace Administration](https://help.safelinkhub.com/managing-workspace-general?hsLang=en#workspace-administration)
    - [Workspace Management Reports](https://help.safelinkhub.com/managing-workspace-general?hsLang=en#workspace-management-reports)
- [Managing Licence](https://help.safelinkhub.com/managing-licence?hsLang=en#main-content)

    - [Licence Users & Access](https://help.safelinkhub.com/managing-licence?hsLang=en#licence-users-access)
    - [Licence Settings](https://help.safelinkhub.com/managing-licence?hsLang=en#licence-settings)
    - [Security & Authentication](https://help.safelinkhub.com/managing-licence?hsLang=en#security-authentication)
    - [Workspace Management](https://help.safelinkhub.com/managing-licence?hsLang=en#workspace-management)
    - [Global Reports](https://help.safelinkhub.com/managing-licence?hsLang=en#global-reports)
    - [Invoice & Billing](https://help.safelinkhub.com/managing-licence?hsLang=en#invoice-billing)
- [Safelink Apps and Features](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#main-content)

    - [Annotations](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#annotations)
    - [Watermarks](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#watermarks)
    - [Redaction](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#redaction)
    - [Search](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#search)
    - [Secure File Transfer](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#secure-file-transfer)
    - [Numbering](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#numbering)
    - [Micro-Blog App](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#micro-blog-app)
    - [Language Translation](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#language-translation)
    - [Two-Phase Approval](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#two-phase-approval)
    - [Labels & Custom Fields](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#labels-custom-fields)
    - [Secure Mail](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#secure-mail)
    - [Magic Columns](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#magic-columns)
    - [Mentions](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#mentions)
    - [Terms](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#terms)
    - [Electronic Signature](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#electronic-signature)
    - [Duplicates](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#duplicates)
    - [Spreadsheet Viewer](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#spreadsheet-viewer)
    - [Q&A](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#qa)
    - [Task & Events](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#task-events)
    - [API & Integrations](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#api-integrations)
    - [Ask Alex](https://help.safelinkhub.com/safelink-apps-and-features?hsLang=en#ask-alex)
- [User Settings](https://help.safelinkhub.com/user-settings?hsLang=en#main-content)

    - [Account Security](https://help.safelinkhub.com/user-settings?hsLang=en#account-security)
    - [Profile Settings](https://help.safelinkhub.com/user-settings?hsLang=en#profile-settings)
    - [Notification Settings](https://help.safelinkhub.com/user-settings?hsLang=en#notification-settings)
- [FAQ's](https://help.safelinkhub.com/faqs?hsLang=en)

[![safelink](https://help.safelinkhub.com/hs-fs/hubfs/safelink.png?width=130&height=30&name=safelink.png "safelink")](https://safelinkhub.com)

Copyright © 2026, Safelink