Adding a document flex

Flex types are used for custom data. They are displayed in the document ADC flex drop-downs.

To add a document flex:

  1. Click the Data tab.
  2. Select Document Flex and click Show Tab. The Document Flex screen is displayed.
  3. Specify this information in the Primary Information panel:
    The display name.
    A code to identify the document flex. Mainly used internally.
    The status of the document flex. The status can be Active or Inactive.
    External Key
    A unique external ID of the document flex, if required.
  4. Click Add in the Membership section, if required, and add the data groups.
  5. Click Save to add a document flex and save the data.