This article will show you how to create and use custom fields for faxes, users, and accounts.
Custom Fields for Fax
Administrators can create custom fields for faxes and use those fields across the platform with the option to specify whether users should see the fields when sending a fax, within Fax History, and on detailed reports. Custom fields will not show on the actual fax itself.
First, click on Custom Fields in the Toolbox menu. Be sure the Fax button is selected to ensure that you're creating a custom field for fax, then click Create Field to create a new custom field:
Next, fill out the fields. If you want the custom field to be displayed in your history and on reports, keep the box Display in tables checked:
They will now display on the Send Fax page for all users on your account:
Users can also view custom fields within their Fax History and can update their contents after sending or receiving a fax by viewing Fax Info:
Users can search by custom fields in their history:
Custom Fields for Accounts and Users
To create a user or account custom field, be sure the User or Account buttons are selected before creation:
These custom fields display on the User Profile page for users, and the Account view for accounts:
NOTE: The limit for custom field labels are 64 characters, and 255 characters for the value.
NOTE: Custom fields from a parent account will not carry over to any subaccounts or departments.
If you have any questions, please reach out to support@documo.com