Managing Document Field Layouts

You can manage the order of fields and field sections on the Doc Info page from the Field Layout page. Note that you must assign document fields to specific layout sections in the Document Fields area.

Accessing Field Layout Options

You can find field layout options in Admin > Configuration > Field Layout. You must have a security profile that grants Field Layouts permissions to modify these options.

Section Order

All document relationship types are displayed alphabetically on the Doc Info page according to the Relationships section’s placement on the Field Layout page.

How to Create New Sections

To create a new section:

1. Click Create.
2. In the dialog, enter a Section Label. This label appears in the Doc Info page’s fields panel. While you can create multiple sections with the same label, Vault assigns each section a unique Name.
3. Click Save.

How to Reorder Sections

To reorder field layout sections:

1. Click Reorder.
2. Drag and drop the sections until they are arranged appropriately.
3. Click Save.

How to Reorder Fields in Sections

To modify the order of fields that appear in the section:

1. Click on the section name to open the details page.
2. Click Edit.
3. Drag and drop the fields into the appropriate order.
4. Click Save.

System-managed sections are not editable. The Classification (classification__v) and Subtype (subtype__v) fields can be separated within a section in the editor, however, when the document is displayed these fields will always appear together.

How to Rename Sections

To rename a field layout section:

1. Click on the section name to open the details page.
2. Click Edit.
3. Enter a new Label for the section.
4. Click Save.

Field Layout Fields

Note that the External ID (external_id__v) field is not displayed to users on the Doc Info page even if you add it to a Field Layout.