Display Settings for Headers
To select the fields that are displayed in the document header when a document or document summary is viewed,
- On the System Options page, click Field Display Settings, and then click Header.
- In the right frame, go to the section of the page that corresponds to the module you want to affect. The settings in the Litigation section apply to West km for Litigation and the settings in the Transactions section apply to West km for Transactions.
Move the fields from the Select From box to the Selected box that you would like displayed in the document header when a document or document summary is viewed.
Move a field by clicking it and then clicking an arrow. Fields are displayed in the interface in the order in which you list them in the Selected box.
Note: The DMS Title and Modified Date fields are always displayed in the header, so they are not listed as options.
- Click Save.
Changes take effect immediately.
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