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 data that's most important to you.
Note: The Account Owner, Admin(s), and Department Admin(s) for your account can create and edit Custom Fields. If you do not have access to the feature, reach out to your Customer Success Manager or support@contractsafe.com.
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:
- Checkbox
- Currency
- Date
- Dropdown
- Ledger
- Multiple choice
- Number
- Text
Use Custom Fields to capture key information about your contracts or track your contract workflow, pre- or post-execution. To do so go to Settings -> Custom Fields and Forms ->Custom Fields tab.
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.
Please reach out to support@contractsafe.com for any questions.