HomeGuides::Worldox GX4 CloudQuick Profile TemplatesCreate Quick Profile Templates requiring a Doc Date

9.4. Create Quick Profile Templates requiring a Doc Date

In some instances you may want to "require" the users fill in a field that isn't actually a required field in the cabinet.  Here's an example:  Users should complete the Doc Date field to indicate the executed date of a Wills but the doc date field is not required for some other document types in the same cabinet.

In that instance, you can put a non-valid entry in the Quick profile template.  For the example listed above, you could put the <> in the doc date field as you see below:

When the user saves a document they will see the message that the "Doc Date is not on valid"

Which should encourage them to complete it.


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