Custom fields are essential elements for:
Composing and enriching summary sheets,
Facilitating searches and exports through filtered views,
Streamlining template completion,
Integrating with approval workflows.
You can quickly view the list of all your fields and their types from your "Dynamic Components" tab.
The different types of fields
There are different types of custom fields, each with a specific format. The format of a field is defined when it is created.
To learn how to create your custom fields, read this article.
Text
A free text field that can contain any type of alphanumeric characters and symbols.
Rich text
A text field that allows line breaks and text formatting (bold, italics, etc.).
Number
A field that only accepts numbers (integers or decimals). No other symbols or characters are allowed.
Date
A field that allows entering a date in the format DD/MM/YYYY.
Useful for triggering automatic reminders or creating events in a calendar.
File
This field requires users to add an attachment.
Selectors
Single Choice Selector
This type of field allows you to create a dropdown list of options, where the user filling out the field can select only one option.
Example: I create a "Applicable Law" field with 3 options:
French Law
Italian Law
Spanish Law
When filling out the field, I can select one and only one of the three options.
Multiple Choice Selectors
This type of field allows you to create a dropdown list of options, where the user filling out the field can select one or more options.
Example: I create a "Applicable Law" field with 3 options:
French Law
Italian Law
Spanish Law
When filling out the field, I can select one, two, or all three options.
🆕 New Features for Selectors
Translation of options
You can translate the options in your selectors (not applicable to native fields).
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Rearranging fields
You can modify the order of fields in your templates and summary sheets.
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Editing an option
You can modify the text of an option:
It will automatically update in:
All templates
All summary sheets
Exception: This will not change in the content of a signed PDF document.
Deleting an option (deprecated status)
You can now delete an option, and it will remain visible in signed projects with the label "deleted".
However, it will disappear from all templates and dropdown lists (except filters).
Format transformation
You can transform a single-choice selector into a multiple-choice selector.
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This is not possible in the opposite direction (from multiple-choice selector to single-choice selector).