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How to create custom fields and forms in ContractSafe

Learn how to add your own data fields, build a form, and arrange those fields into sections that show on the Contract Page.

To create custom fields and forms in ContractSafe, go to Settings > Custom Fields and Forms: add a field by typing its name and choosing a field type, then build a form and arrange your fields into sections. The Account Owner, Admin(s), and Department Admin(s) for your account can create and edit Custom Fields and Forms.

Note: There is no limit to how many Custom Fields and Custom Forms can be created.

New to these features? Start with what custom fields and forms are, or check the standard fields ContractSafe already includes.

How to create a custom field

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

How to create a new form

  1. Go to Settings.
  2. Click on Custom Fields and Forms.
  3. Click on Forms, right beside Custom Fields.
  4. Click on the boxed +Add Form button.
  5. A pop-up box should appear. Name your form and click on the blue Add button.

Adding a new form from the Forms tab with the +Add Form button and the Add pop-up

Note: In the same pop-up box that appears in 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.Add Form pop-up with the duplicate form checkbox for copying an existing form

How to customize your form

  1. Go to Settings > Custom Fields and Forms > Forms, look for the form you just created, and click on the boxed Edit button. You're now in the Edit Form page.Forms list in Settings with the Edit button next to a form
  2. On the left side of the screen, you'll see the form being edited, and the fields that appear within it.
    • Up top, you'll see the "Section" name. This separates your fields into different sections. You can rename these sections as you see fit.Edit Form page showing a section name being renamed
    • 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're under. The Contract Page shows your fields in this arrangement.
  3. On the right side of the screen, you'll 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.Dragging fields from the right-side field list into the form on the Edit Form page
    • If you're unable to find the field you're looking for, you can use the built-in search bar up top.
  4. Click on the blue Save Form button to save your changes. Don't forget this step!

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. Form selection dropdown on the Contract Page with the Edit Form option

Check out these additional articles:

Managing Required Fields and Forms

What are Ledger Fields?

Using Required Fields and Forms

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