Smart fields are extremely useful, and at different levels:
they make up the summary sheets and by filling them in, they allow an overview of key informations for your documents;
they allow to filter documents and perform advanced searches but also exports, for example, thanks to the filtered views;
you can insert them in your contract templates to facilitate and fluidify the completion of your contracts;
they can be used in approval workflows.
💡 The different types of fields
There are 7 types of fields, and there are 7 possible formats of fields.
Quickly, from the Dynamic components, you can see the list of your fields as well as their type and related object:
You can choose the format when you create a new field.
👉 To learn how to create your custom fields, read this article.
The 7 types of fields are the following:
Text: the field can be filled with any alphanumeric characters and symbols. It allows you to write anything.
Rich text (Coming soon): This Text field is useful when the information to be filled in requires line breaks or formatting (bold, underline, etc.).
Number: the field can be filled with numbers only (including non-integer numbers). No other alphanumeric symbols can be added to a "Number" field.
Date: the field can be filled with a date - the date will be in DD/MM/YYYY format. They can be used to trigger automatic reminders and create events in a calendar.
File: This custom field, once added to the body of your project, enables you to force your contributors or counterparties to add an attachment.
Select: this type of field allows you to create a drop-down list of options.
Only one option can be selected.Example: I create a "Applicable law" field with 3 options: French law, Italian law and Spanish law. By filling in the field, I can select one of the 3 options and one only.
Multi-select: This type of field allows you to create a drop-down list of options.
Several options can be selected.Example: I create a "Selected Products" field with 3 options: Product A Product B and Product C. By filling in the field, I can select Product A and Product B, Product A, Product B and Product C or Product A only.
💡 Select and multiple select fields help you set up your projects.
Use them to quickly add information to project summary sheets, to filter views in the repository or to add conditions to project settings.
How do select and multiple select fields work?
