Forms Settings

Clients sometimes request custom settings to form fields that appear in several forms throughout a TI data room, such as document type metadata fields, question and answer forms, and audit form options.

  • Metadata system fields can be switched off and on from this view.
  • Changes here will affect the fields that users have the availability to view in document profiles for all different document types in a room.
  • Settings here work in conjunction with Q&A Settings, with Document Types settings, and with Countries settings. Custom metadata fields can be created and set up here, too.
  • Making changes to these advanced settings should only be done in close consultation with the Project Manager.
  1. Navigate to Settings module and select Forms Settings
  2. The Metadata Fields window opens in the grid. Refer to the screenshot below:

Though the individual fields and field options differ from form to form, the operations to add, to delete, and to edit these settings are consistent across the array of forms. From here you can perform the following settings functions:

Adding a Custom Field

Editing a Metadata Field

Deleting a Field

Setting Advanced Validation Fields