Define the Document Structure – RequirementONE HelpCenter

Defining the structure for your document is a key area of managing your records effectively.

Start by creating a hierarchical table of contents, and then add records to the appropriate sections. You can then use custom fields to further manage the ownership and definition of your records.

Time spent here early on will save you time in the future by making your records easy to find, edit, organize and report on.

These sections are available to you when you create a new document.

Section	Description
Table of Contents	Tree structure of sections Each section has a name and a description If you delete a section the underlying data will be moved to the parent
Custom Fields	User-defined fields containing context important data. Fields are shown for all data, and can either be a list or a text field Fields are dynamically added to search filters
Attachment and Note Categories	Organize uploads and notes

Click on the section header to learn more.