How to set Custom Attributes to document requests

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 (e.g. interim or year end).

1. You can add an unlimited number of custom attributes to a request, though most engagements add fewer than five (5) attributes. Custom attributes can be added and modified in bulk using the Excel Template.

2. 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.

3. 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/hidden within the UI.