Skip to main content

How to set Custom Attributes to document requests

Add Custom Attributes to UpLink document requests to organize them by priority, department, control number, phase, and more, including in bulk via Excel.

Custom Attributes can be added to a request to allow for better organization of requests within an engagement. Some common examples include priority, department, control number, and phase (for example, interim or year end).

  1. You can add an unlimited number of custom attributes to a request, though most engagements add fewer than five attributes. Custom attributes can be added and modified in bulk using the Excel template.

Custom attributes in the Excel template

  1. Set the key at the column and set the values at each row to tag a request with a particular value. An example can be found in the Excel template.

  2. Custom attribute keys will appear in the engagement view in columns, and the values set for each request will be displayed in that column on each row. These can be shown or hidden within the UI.

Custom attribute columns shown in the engagement view
Did this answer your question?