How do I create Custom Fields and Forms?

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

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

How to Create a Custom Field

Go to Settings.
Click on Custom Fields and Forms.
In the blank box, type in the name of your custom field.
Select +new.
A box will pop up: Make sure that the "enabled" box is checked (if it’s not already checked).
Choose a Field type from the drop-down menu.
Select Add. A confirmation message should appear on the lower left saying that the field has been created/updated.

How to Create a New Form

Go to Settings
Click on Custom Fields and Forms
Click on Forms, this is right beside Custom Fields
Click on the boxed +Add Form button
A pop up box should appear, name your form and click on the blue Add button.

Note: On the same pop up box that appears on Step 5, you can duplicate elements from another form by checking the duplicate form box. This allows your newly created form to copy elements of an existing form, saving you some time.

Customize your Form:

Go to Settings>Custom Fields and Forms>Forms, look for the form you just created, and click on the boxed Edit button. You are now in the Edit Form page.
On the left side of the screen, you will see the form being edited, and the fields that appear within it.

Up top, you will see the "Section" name. This separates your fields into different sections. You can rename these sections as you see fit.
You also have the option to click and drag the existing fields to rearrange them as you see fit. Note the lines that show you which sections they are under. This reflects the arrangment whilst on the Contract Page.
On the right side of the screen, you will see the fields created by ContractSafe by default, together with your custom fields. Click and drag these fields to the left side of the screen, and arrange as you see fit.
If you are unable to find the field you're looking for, you can utilize the built in search bar up top.
Don't forget to click on the blue "Save Form" button to save your changes!

Note: The same Edit Form page can be accessed directly from the Contract Page. Click on the form selection dropdown, and select Edit Form. A new page will pop up where you can edit your forms.

Check out these additional articles:

Managing Required Fields and Forms

What are Ledger Fields?

Please reach out to support@contractsafe.com for any questions.