Reveal Help Center

Setting a Field as a Search ID

Fields containing unique numbering may be used in conjunction with the Search ID option. To enable a field to be used with this feature, you must adjust the properties in the Field screen under Project Admin. For example, you may have a production Bates Begin Number field that you want to be able to search. An Administrator can make these changes under Fields > Manage Fields.

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  • From the Flyout Menu's Project Admin select Fields.

  • Select Manage Fields from the left pane.

  • From the dropdown menu select the Field Profile that contains the field you wish to include.

  • From the dropdown menu select the desired Field.

  • Set the Document Number Field dropdown to Yes.

  • Choose Update to complete the process.