What are Document Fields?

Think of Fields as the properties or search criteria that sales teams commonly use to locate documents.

As covered in the Quick Set up and Creating  Document types sections, you can create Document Types by defining at least one Field.

Field types

Field types help organize documents by specific attributes, maintaining order across your documents.

Here are some examples:

• For contracts, “Expiry Date” (Date type field) can help track contracts nearing their end date, or "Signed"(Checkbox type field) can help sort signed and unsigned contracts.

• For invoices, you might use “Value over” (Number type) to filter issued invoices over certain Value.

• For project plans, a "Project Description" field (LongText type field) could help users find specific plans.

• If you classify price lists by language or currency, a "Select" type field could be useful to filter documents based on these categories

Explore other field types directly in OneNode and find useful creative ways to classify your documents!