Custom Property Sets Examples¶
See how Custom Property Sets enable powerful document organization and search capabilities.
Example 1: Project Documents¶
Scenario¶
You manage documents for multiple customer projects and need to find documents by project details.
Custom Property Set: "Project"¶
| Field | Type | Example Value |
|---|---|---|
| Project Name | Text | Website Redesign |
| Customer Name | Text | ACME Corporation |
| Section | Dropdown | Design, Development, Testing |
| Country | Text | United States |
| Contract Date | Date | 2024-01-15 |
Searching¶
Using Advanced Search, specify the "Project" custom property and enter values:
- Customer Name:
ACME Corporation - Section:
Development
infoRouter returns only documents matching these criteria.
Example 2: Invoice Management¶
Scenario¶
You manage invoices across multiple folders and need to find specific invoices quickly.
Custom Property Set: "Invoice"¶
| Field | Type | Example Value |
|---|---|---|
| Invoice Number | Text | INV-2024-0542 |
| Invoice Amount | Number | 1,500.00 |
| Invoice Date | Date | 2024-03-15 |
| Customer Name | Text | ACME Inc. |
| Payment Status | Dropdown | Pending, Paid, Overdue |
Searching¶
Search for invoices where:
- Customer Name:
ACME Inc. - Invoice Amount: Greater than
$1,300.00
Only documents matching these criteria are returned.
Assigning Custom Properties¶
Custom Property Sets can be assigned to documents and folders:
- Open the document or folder Properties
- Select the Custom Property Set to apply
- Fill in the property fields
- Click OK to save
Editing Properties
Click the Edit button in the Properties window to modify custom property values at any time.
Searching with Custom Properties¶
- Open Advanced Search
- Select a Custom Property Set from the dropdown
- The window expands to show all property fields
- Enter values for any fields you want to search by
- Click Search