Time is a crucial resource that every company treasures and tries to convert in a benefit. In choosing document management application, focus on a clutterless and user-friendly interface that empowers users. DocHub offers cutting-edge tools to maximize your document management and transforms your PDF file editing into a matter of a single click. Insert Smart Field in the Corporate Name Search with DocHub in order to save a lot of efforts and improve your productiveness.
Make PDF file editing an simple and intuitive process that will save you a lot of precious time. Quickly adjust your files and send them for signing without having adopting third-party software. Give attention to relevant duties and increase your document management with DocHub right now.
[Music] thank you for joining us on todays video my name is Carson Lomax with Prentiss Works and today were simply gonna go over how to make certain fields in the system searchable so here we are on my active accounts and were gonna go into the Utah Jazz and I created a field right here custom field called the Utah Jazz field and so what we want to do is make whatever information is put into this field searchable so that we can find it wherever we are so we want to go into the back end of the system so well go to the advanced settings and the settings right here well hit this drop-down and go to customizations and then we will go in to customize the system this is where we can make all sorts of different changes in configurations in the system theyre pretty simple just pointing click functionality and youll see here so we want to select this arrow next to entities and find the entity we were on which was the account so well select this arrow next to the account as well and what