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How to create a custom form in ContractSafe

Learn how to group related custom fields into a form, edit it later, and require a field or a whole form on a contract.

A custom form in ContractSafe groups related custom fields together so users can focus on the information that applies to the contract they're working on. To create one, go to Settings > Custom Fields & Forms, open the Forms tab and select + Add Form. Only the Account Owner, Admin(s), and Department Admin(s) can create and edit Custom Fields and Forms.

Custom Fields help you capture information that's specific to your business and workflow. As your account grows, you may have a long list of fields, and Custom Forms keep them organized.

Before you begin

If you don't have access to create and edit Custom Fields and Forms, contact your Customer Success Manager or ContractSafe Support.

Custom Forms organize fields for contracts already in your ContractSafe account. They're different from Intake Forms, which are used to collect contract requests or submissions from internal or external users (see creating and managing intake forms).

Before creating a form, make sure the Custom Fields you want to use already exist. You can create a new field from the Custom Fields & Forms settings area (see how to create custom fields) or review What are Custom Fields and Forms? for an overview.

Create a new custom form

  1. Go to Settings.
  2. Select Custom Fields & Forms.
  3. Select the Forms tab.
  4. Select + Add Form.
  5. Enter a name for the form and save it.

Adding a custom form from the Forms tab in Custom Fields and Forms settings

Tip: You can also access the Add Form option via the Contract Page after opening the dropdown list of Forms and selecting Edit Form. From the Edit Form page, select "+ Add Form," the last option on the forms dropdown list.

Forms dropdown on the Edit Form page with + Add Form as the last option

Open and edit a custom form

  1. Go to Settings > Custom Fields & Forms > Forms.
  2. Find the form you want to update.
  3. Select the Edit button next to the form's name.

Forms list with the Edit button next to a form name

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

Mark fields and forms as required

You'll also notice that you can require specific fields to be completed on the forms. As you select the Fields, you'll see a box that says "Req." If you choose "Req," these fields will appear in red with an asterisk above the field indicating they're mandatory for completion.

Req box next to a field on the Edit Form page, with required fields shown in red with an asterisk

You can even require users to complete a designated Form for a specific contract. Select the Form you want to make Required from the dropdown list, hit "Req" and you're done! Now, each time the user opens up this contract, the system will automatically select the required Custom Form so that users see those fields you most want them to see and complete.

However, when a user views another form that isn't the one marked as required, it overrides the one marked as required and will be the one in view by default when a user opens a contract.

Forms dropdown on a contract with the Req option to make a form required

For more on required fields, see managing required fields and forms.

Please reach out to support@contractsafe.com if you need further assistance.