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Add Custom Fields

Add custom fields to file metadata, including users, dropdowns, plain text, and more.

Written by Austin Carroll

Custom user fields allow you to add specific fields to your company's file metadata.

Adding Custom Fields

Admins can create these fields as custom user fields:

  1. Go to Fields & option lists under Company (in Settings — Admins only).

  2. Custom metadata fields → Add Field.

  3. Enter a Field name.

  4. Choose the Field type: Text, Number, Date, Single Select, Multi Select, User, or Link (URL). For Single Select and Multi Select, enter the options separated by commas. For User, choose whether to allow multiple selections and whether to offer all team members or specific members.

  5. Optionally add a description (help text for the field).

  6. Check Required at upload if uploaders must fill the field in before the file can be created.

  7. For Text, Single Select and Multi Select fields, Allow AI suggestions is on by default, so AI fills the field on upload if it's empty. Uncheck it to keep the field manual-only.

  8. Under Who can edit this field's value, choose Anyone with edit access, Admins only, or Admins and the asset's creator.

  9. Click Add Field.

Once created, the field becomes available on files and documents.

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