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How do I create Custom Fields and Forms?

Creating custom data fields and organizing those fields into a form is a breeze!

The Account Owner, Admin(s), and Account Manager(s) for your account can create and edit Custom Fields and Forms.

How to Create a Custom Field

1) Select Settings.

2) Click on Custom Fields and Forms.

3) Make sure the circle on the line “manage your” has the Custom Fields boxed marked.

4) In the blank Field line, type on the name of your choosing.

5) Select +new.

6) A box will pop up: Check the enable box to enable the Field (if it’s not already checked).

7) Choose a Field type from the drop down menu.

8) Select Save.

9) Choose Done.

Contract Management Software Custom Fields

Video demo. ⤵️

Custom Fields

 

How to Create a New Form

Mix and match Standard Fields and Custom Fields to present them all together in one place.

How to Create a Custom Form

1) Select a contract from the Contract Page.

2) Click on the three dots from the More menu, located at the upper right of the page.

3) Choose Edit Form from the drop down menu.

4) From the Edit Form drop down menu, select Add Form+

all fields

5) End the name you would like for your form.

6) Click Add.

7) Customize your Form accordingly.

8) Select Save.

Review the instructions in this video demo. ⤵️

How to Create a New Form

How to Edit Custom Fields That Are Included on Forms

1) Select a contract from the Contract Page.

2) Click on the three dots from the More menu, located at the upper right of the page.

3) Choose Edit Form from the drop down menu.

4) From the top of the pop up box, choose which Form you’d like to edit.

5) Drag and drop different sections to manage your Forms. You can even change the Labels of the sections!

6) To delete sections, click each “x.”

7) To add Custom Forms or Standard Forms, just select the Form you'd like from the right hand side. The Fields that have not already been added to the Forms will show up. Drag and drop any Field you’d like over to the left where you want it.

8) Select Save.

9) Go back to the Contract Page to view your new sections. If your Form does not automatically show up, select it from the drop down menu in the General section.

find form

Video demo. ⤵️

Edit Custom Fields