Selecting Fields for Document Headers

You can select which fields are displayed in the document header when a document or document summary is viewed.

To select fields for document headers,

1. Click Setup.
2. Click the Field Display tab.
3. In the left frame, click Header.

4. In the right frame, make your field selections.

   • Litigation settings apply to West km for Litigation, and Transactions settings apply to West km for Transactions.

   • Move fields to the Selected box that you want displayed in the user interface. To move a single field to the Selected box, click it. To move all fields to the Selected box, click Select All.

   • Fields are displayed in the order in which you list them in the Selected box. To change the order, drag the field to a new location.

   • To remove a single field from the Selected box, click the X next to the field name. To remove all fields from the Selected box, click Remove All.

   Note: The DMS Title and Modified Date fields are always displayed in the header and result lists, so they are not listed as options.

5. Click Save. Changes take effect immediately.