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iOFFICE Knowledge Center


The Customize section allows you to view and/or modify screen layouts within the copy module. 


Note: You must have administrator privileges to perform any of these options. 



Figure: Customize Copy Layout Screen


The Customize Copy Layout screen allows you to modify the fields available in the following sections:

  • Ordered By

  • Deliver To

  • Bill To


Editing Available Fields

In order to edit the available fields in any of the three sections, perform the following steps:


  1. From the Custom Copy Layout screen (Admin>Copy>Customize), click any of the fields you want to add/remove and use the right (productitemsrightarrow.png) arrow to assign, and the left (productitemsleftarrow.png) arrow to unassign. If you want to make any of the added fields a requirement, click the Required (requiredbutton1.png  ) button. 

  2. Once you have completed adding/removing your fields, click the Update button. 



Related Topics

Administrative Functions Home

Copy Home

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