Add or edit a custom form to a document
You can add a custom form to a document or to a document version to capture additional information or metadata specific to your assets.
Access requirements
You must have the following:
*To find out what plan, license type, or access you have, contact your Workfront administrator.
Prerequisites
- The custom form must be shared with you
Add a custom form
To add a custom form to a document:
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Go to the project, task, or issue that contains the document, then select Documents.
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Find the document you need.
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Click the Summary icon , then find the Details section.
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In the Add custom form box, begin typing and select a custom form. The form saves automatically to the document.
note note NOTE Only active custom forms display in the drop-down menu. You can add up to 10 custom forms per document. If you need to create a custom form, see Create or edit a custom form
Edit a custom form
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Go to the project, task, or issue that contains the document, then select Documents.
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Find the document you need.
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Click the Summary icon , then find the Details section near the top.
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Click Edit in the top-right corner, then expand the desired form.
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Make the needed changes, then click Save.