Use folder custom fields to attach structured metadata (key-value pairs) to a workflow folder. These fields are useful when you want to:
- Use folder-level values (like Region, Client, Location) when exporting individual documents
- Automatically move documents to specific folders based on dynamic values during approval steps
This allows for smarter automation, consistent metadata use, and better control over document routing and export.
- Access the settings of a workflow folder (see Workflow folder settings for details).
- Select Workflow > Update data from the left panel, then click Folder custom fields.
- To add a new custom field, click Add custom field.
- Enter custom field Key and Value.
- Click Save.
- To delete an existing custom field click Remove next to it.
Important note: Folder custom fields do not affect label detection or document classification. They are meant for dynamic routing and export customization based on the folder where a document was uploaded.