Managing the highlights section of the contract page

Note: Because this is a global configuration setting, any changes you make will be visible to all users across all contract types.

Highlights takes the most important fields and places them at the top of the contract page. Your page comes with default highlights including:

You can restore this default configuration at any time by selecting the Restore to default option.

Only users with admin access can make changes to the Highlights section.

To get started, navigate to Settings > Custom fields, Forms & highlights > Highlights

To add a field to your highlights, select Add Field in the Highlights preview area

A modal will appear displaying a list of available fields in alphabetical order.

Choose the fields you want to add. You can add any field including Value, Counterparty, and Effective Date. However, Ledger fields cannot be added.

You can add up to 20 fields to the Highlights section. If you try to add more than this, the "Add" button will be disabled.

To change the order of fields in the highlights, click on a field's tile and drag it to your desired position.

To remove a field, hover over its tile until a small 'x' appears in the corner, then click the 'x'.

Changes to the Highlights section do not auto-save so always remember to save your changes!

The Highlights section is responsive which means is adjusts to the size of your screen. The more fields you have, the more rows that you may have.

You can think of highlights as a customizable summary that appears at the top of every contract page giving you a snapshot of important information.