How do I create Custom Fields and Forms?

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

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 in 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.

How to Create a New Form

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

1. Select the dropdown menu on the Form and choose Edit Form.

   

    

2. From the Edit Form dropdown menu, select + Add For, enter the name you would like for your form, and click Add.

   
   

3. Customize your Form accordingly:

   1. Use the six dots to Drag and drop different fields to your form, and use the three lines icon to rearrange the sections and manage your Forms. You can even change the Labels of the sections! To delete sections or fields, just click “x.”

      
   2. Click on Save Form and 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.