Create new fields while setting up templates or intake forms, so you can keep building without interrupting your workflow.
Custom fields help teams capture the contract information that matters most to their team. But when the field you need does not exist yet, leaving setup to create it elsewhere can slow things down and make it easier to lose your place.
With inline custom field creation, Admins can create a new field directly in the template and intake form setup. The new field is saved automatically.
Create fields where you need them
If a template or intake form needs a field that does not exist yet, you can create it directly during setup. The new field is added to the current configuration when supported, so you can keep building without leaving your workflow.
Keep your setup moving
Once you save the new field, it is immediately added to the current template or intake form configuration when supported. Keep building without leaving setup or starting over.
Reduce back-and-forth during setup
Whether you need to capture a renewal owner, contract value, department, or another important detail, you can create the field at the moment you need it.
Inline custom field creation your team spend less time switching between settings and setup screens, and more time building templates and intake forms that support your workflows.
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For step-by-step instructions, see:
