When stored in Radix DM, all documents are assigned some information as standard.  This includes information like the date the document was stored, the author of the document and its title.  However to store additional information, Jenny will need to create what in Radix DM is referred to as a Field.  There are nine different types of fields:  they can be used to store simple text, a date or number or even information sourced from an external database.  Let's take a step by step look at the processes in creating a field.

The first field that Jenny would like to create is the 'Customer Name' field.  In the Name text box, enter "Customer Name".  You can see that this information is automatically entered in the Search Description and Save Description boxes.  Under these boxes is a list of options labelled Field Type.  This is where the type of information that will be stored in the field is decided.  This 'Customer Name' field is currently just plain text, so the default Field Type of 'Text' is the best choice.  This is all that is needed, so click Save.  The form will disappear and you will return to the main Radix DM Administration program window.  You can tell that your operation was a success, since the new field 'Customer Name' will appear in the Object Panel.

Jenny still needs to create three more fields, 'Amount', 'Invoice Date' and 'Document Category'.  Add these new fields in the same way you did 'Customer Name'.  For the new 'Amount' field, instead of leaving the Field Type as 'Text', instead select 'Number'.  This means that the 'Amount' field can only be used to store numbers, which is ideal in this case.  Different types of fields can have additional options specific to their Field Type.  For numbers, it's possible to specify the number of decimal places that the field's value can use.  Because 'Amount' is a currency format, set Decimal Places to 2 and then click Save. 

For the 'Invoice Date' field, set the Field Type to 'Date'.  To make using this field even easier, it would be ideal if it was always filled out with the current date so that users didn't need to enter or change it themselves unless required.  You can see that this option is automatically selected for new Date fields because the Default Value check box is ticked for 'Current Date'.  If you wanted to, you could force the default value for this field to be a specific date.  To do this, you would tick the 'Specific Date' check box and then enter a date.  Most simple field types can have default values, their usage will vary on an organisation's requirements.  Make sure that the Default Value for the 'Invoice Date' field is set to 'Current Date' and then click Save.

For the 'Document Category' field, set the Field Type to 'List of Values'.  A List of Values field allows a user to select a single value from a predefined list.  Jenny would like to assign documents to one of four categories: "Financial", "HR", "Marketing" or "Operations".  To add these elements to the list, click on the button with the large "+" and enter the text "Financial".  Repeat this process for the other categories, then click Save.