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Adding Custom Fields to Templates

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  1. Click 'Settings' and select 'Preferences' from the Ribbon Toolbar.
  2. Select 'Document' and 'Template Fields' from the left navigation menu.
  3. Template Fields

  4. Click 'New' and add any existing InfoFlo custom fields you want mapped to your templates.
    **Note**
    Make sure to match the exact spelling of the existing custom field otherwise it will not map to your template.



To Add custom fields to an Existing Template follow the steps below:

  1. Click 'Edit Mappings'.
  2. Map the newly created custom fields to the correct InfoFlo custom fields and click 'OK' to continue.
  3. Click 'OK' to save the mappings and close the Preferences window.