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Add Custom Fields

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

Written by Austin Carroll
Updated this week

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 Custom Fields under Company Settings (Admins only).

  2. Select Add Custom Field.

  3. Enter a field name.

  4. Choose the field type.

  5. Select whether all team members or specific members can be assigned.

  6. Click Add Field.

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

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