Defining flex fields

Flex fields can be defined for inbound documents. The added fields display in the application and included in the outbound version of the documents.

To define flex fields:

  1. Select Setup > Flex Fields.
  2. Select the filter criteria.
  3. Click Search.
  4. After filtering the flex fields, in the Flex Fields list click Add.
  5. Specify the flex field information.
  6. Click Save.
  7. To edit a flex field, click Edit next to the flex field to be edited.
  8. Specify the flex field information.
  9. Click Save.
  10. To delete a flex field, select the flex fields to be deleted.
  11. Click Delete.
Related topics
Flex Field Information page
Flex fields