Create coding forms

Coding forms provide reviewers with the ability to view and edit document fields. When creating a coding form, you determine how the form should look by dividing the form into sections as needed, and adding fields to each section. In the coding form, you set field options to specify which fields are required, view-only for reference, or allow reviewers to add field values. Each coding form can contain a maximum of 5 sections, and each section can contain a maximum of 25 fields.

You can add a field to a coding form only once, but you can add the same field to different coding forms. You can also change the display order of the sections or fields in a coding form. When tagging the documents, the coding form lists the fields in the order specified in the coding form, and field values in the order specified via the project Fields page.

In coding form, some system fields are read-only by default, and you cannot make these fields editable. For more information about the coding form fields, refer to Coding form fields. If you need to create a field to use in a form, create the field in Project Settings>Project Fields.

When creating a coding form, the following icons appear next to the field name.

Icon	Indication
	Read-only field. This icon appears if you uncheck the Allow Document Field Edits checkbox when creating a field or select the Read Only checkbox when adding a field to a coding form.
	Mandatory field. This icon appears when you select the Required checkbox.
	You can add values to a single choice or multi choice field when reviewing a document. This icon appears when you select the Allow Users to Add Values checkbox.

To create a coding form, perform the following actions.

1. In the Project page, click REVIEW (or ANALYZE>INSPECT as applicable).

2. On the left navigation pane, click .

3. In the CODING FORMS pane, click .

4. In the Create New Coding Form dialog box, perform the following actions:

   1. In Form Name, type a name for the form. Names can contain letters, numbers, spaces, underscores, hyphens, and single and double quotes.
      

   2. Optional. In Notes, describe the form.

   3. Click Create.

5. In the FORM BUILDER pane, define the layout and functionality of the coding form.

   1. To add a section, click .

   2. In Section Name, provide a name.

   3. To add a field to the section, click and perform the following actions:

      1. In Select Field, choose a field and modify its settings for the functionality you need.

         • To set the field for viewing only, select Read Only. Note that system fields that cannot be edited display as read-only.

         • To make the field mandatory, select Required.

         • To enable reviewers to add values to a single choice or multiple choice field, select Allow Users to Add Values.

      2. Add additional fields to the section, managing them as follows.

         • To change the order of the fields in the section, click for a field and drag it up or down in the list. You can also move fields from one section to another section.

         • To delete a field, in the field, click and then click Click to confirm you want to delete this field.

      3. If you need to make all the fields in a section read only, click next to the section name. After that, if you remove Read Only from an existing field in that section or add a new field that is editable, appears next to the section name.

   4. Add additional sections to the coding form, managing the sections as follows.

      • To view fields in a section, click on the section. To close a section, click .

      • To change the display order of the sections, click in a section and drag it up or down in the list.

      • To delete a section, in the top right corner of the section, click and then click Click to confirm you want to delete this section.

   5. When you complete the coding form, save it using one of the following methods

      • Click Save to save the changes.

      • To save the coding form to a new name, click Save As and in the Save As dialog box, perform the following actions:

        1. In Form Name, type a name for the form.

        2. Optional. In Notes, describe the form.

        3. Click Save.