Once you have created customized fields, you may use them to categorize documents.  Follow these steps to add a customized field to a document:


1.When editing a policy document, under Tools Menu | Properties, click more.

2.In the Properties popup box, select Advanced.

3.Under Advanced Properties, select the customizable field, and select the applicable value from the drop-down box next to the field name:



4.Press Save.

5.To close the Advanced Properties box, click General.

6.Press Close to exit.


To search for documents that are categorized with the customized field, use the Management | Reports function.  See “Managing Reports – Generate a custom report” in this guide for information on how to generate reports using fields.