How to add new fixed values

Introduction

Within IRIS Docs it is possible to pre-populate lists; this helps when filing and saving documents. An example of where this may be used is for Tax year, you may have a tax year document reference and rather than continuously typing in the year it is possible to pre-populate a list with set values.

Documents, which are assigned to a fixed list, will show List: next to them in the file and save menu.

In order to add, edit or remove a value from a fixed list, follow the steps below:

1. Log in to IRIS Docs as a user who has administration access.

2. Click Administration in the bottom left-hand corner.

3. Expand File & Save on the left-hand side and select Show Fixed Lists.

4. Double-click on the fixed list which you want to amend.

5. Click on the values to.

To add a new value - enter the new value in the ‘Selection Value’ text field at the bottom and click Add.

To Amend an existing value - select the value, edit the text in the ‘Selection Value’ text field at the bottom and click Change.

To Delete an existing value - select the value and click Remove.