This time-saving feature enables standard users to customize the layout of metadata fields on the File Details screen during data entry sessions. Users can enable and disable fields that their system administrator has enabled (required fields cannot be modified). They can optimize data entry by displaying only the fields they use, arranging them in the order in which they enter data, and locking data to eliminate duplicate entry. The custom layout can be updated at any time during file entry.

1. From within the File Details screen, click >Customize Layout (located in the upper right corner of your screen). The Customize File Entry Layout screen opens. The settings that display when you open this screen are the default settings, which are controlled by your system administrator.
2. Use the top section of the screen to customize the placement of the fields on the File Entry screen. Drag and drop the fields across the columns. Columns are limited to a maximum of five fields. File Description cannot be moved.
3. Use the lower section of the screen to enable, disable and require fields on the File Details tab screen:
4. Assign default values that are retained in the fields on the File Details screen.  For example, enter LEGAL as the default value for the Description 2 field.  Each time you create a file, LEGAL defaults in the Description 2 field.  You are able to override the default value from within the File Details screen.
5. Click Save Layout. You are returned to the File Details tab screen and the custom layout is immediately applied. 

Restoring Default Settings

Click Restore Defaults to remove the custom settings and values that you entered and restore the default settings that come from your company’s box template. Next, click Save Layout to preserve the default settings.