How to Create a Custom Column

You can create a custom column in Grid View to add your own content. You can use this to add a secondary file name, description for your documents and a lot more.

 
  1. Click Manage Workspace to access the workspace settings page.



  2. Click Labels & Metadata.



  3. Click Add a New Field.



  4. Enter a Field Name. This will become the column heading.



  5. Set Field Type to Text.



  6. Click Create.



  7. Go back to Documents Area and select the folder where you want to add the column.



  8. Click the gear icon to open the View Settings.



  9. Click the text metadata that you have created to enable it. Drag and drop the column to your preferred order.



  10. You can also select Apply to subfolders to add the column to all the folders in your workspace. Then, click Save.

  11. The column is now visible in the Folder View.



How to Enter the Text

 

  1. Open the document in Showpane and click the Labels icon.



  2. Click the Text Box of the column that you have created.



  3. Type your text in the box and press Enter to save it.



  4. Click Next button to move on to the next document.




    Repeat steps 2 to 4 until you have added the text to all the necessary documents.

  5. The column will automatically pop[ulate with the text you have entered in the Text Box.