Default Values

By implementing the Default Values options when defining a document type’s profile coding, you can set a specific metadata field value to auto-populate based on the document type.

1. To use these new options, you must first create a custom metadata field in Form Settings. You must be sure to include the custom field in Coding before you save the final changes.
2. Select the specific document type to which you want to add the field that will auto-populate with the default value.
3. Click the Metadata Fields tab.
4. Click the necessary checkbox.
5. Click Save.
6. Click the Default Values tab.
7. Click the Add button.

   The Field textbox activates. Click the dropdown arrow at the right end of the box.

8. Select the necessary custom metadata field from the list.
9. Press Tab on your Keyboard.
10. Set the field’s default value by typing the value in the textbox.

    

11. Click Save.
    When any document is assigned to that document type, the custom field will auto-populate with the default value you established.