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Adding custom fields to a contract

Updated over 4 months ago

Contract custom fields allow you to add additional information to a contract for internal organizational reference. For more information about customizing custom contract fields, see Customizing contract fields.

This article describes adding custom fields to a contract.

Note: The Custom Fields cannot be added or edited unless the contract status is In Progress. If you need to create a contract, see Creating a contract.

To add a custom field to a contract

  1. Select the Custom Fields section in the side menu.

  2. Complete the fields as desired.


    NOTE: The fields that appear here vary based on what has been configured. For more information on setting up custom fields, see Customizing contract fields.


  3. Click Save & Next Step. The Summary screen appears. For more information, see Reviewing contract details and history.


    CAUTION: The fields do not automatically save. Click Save & Next Step to save your custom field changes.


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