What are Custom Fields and Forms?

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ContractSafe includes a set of standard fields for each contract, but users often want to track additional information specific to their business and workflow. Custom Fields and Forms make it easy to track to data that's most important to you.

A business user (no coding skills required!) can quickly and easily create Custom Fields. You can track any data you need, in any of the following formats:

  • currency field (in any currency you need)
  • dropdown
  • multiple choice
  • checkbox
  • text field
  • number field
  • ledger field
  • date field

Use Custom Fields to capture key information about your contracts or track your contract workflow...pre- or post-execution.

You can also group Fields into Custom Forms and name them for the kind of agreements they relate to. This focuses your users on the specific information you want them to enter for different kinds of contracts.

For example, you might have a Custom Form for Vendor Agreements that includes Custom Fields to track the payment terms, monthly expense, the property and region it applies to and whether the vendor has insurance in place (See screenshot below). Or, you could have a Custom Form for Employment Contracts that includes title, salary, and who the employee reports to.

Note: Custom Fields and Forms are available to Standard, Professional, and Enterprise plans.

Ready to get started with Custom Fields and Forms? Check out these additional articles:

Creating Custom Fields
How Do I Create Custom Forms?