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Document Management – Configurable Metadata Columns in Document Requirements Grid

This enhancement introduces the ability to configure and display custom metadata fields as additional columns within the Linked Documents and Matching Documents grids. This provides greater visibility of document-level data directly in the UI, reducing the need for users to open individual document records. Users can configure up to two text-based metadata fields (excluding rich text) via the Document Metadata Configuration screen. Once enabled, the selected fields will appear in the relevant document grids, with values truncated for readability and full text available via tooltip on hover. This enhancement applies to document requirements using the Document V2 framework.

User Guide Reference: Document Management -> Configurable Metadata Columns in Document Requirements Grid