Custom field support in the CRM’s Document and Contract Editor brings a new level of flexibility that helps businesses streamline their processes.
With this feature, you can add specific text fields to any document, allowing for an easy signing experience. It is a crucial tool for industries like real estate, legal services, or any business that handles numerous contracts.
What Can Custom Field Support Do for You? #
- You can easily incorporate text fields into documents without disrupting the overall flow. Whether you are customizing a lease agreement, a service contract, or a sales proposal, these fields allow for smooth data entry.
- Need specific information in a particular section of the document? With custom fields, you can place these text boxes anywhere, giving you full control over the document’s structure.
- Assign fields directly to relevant individuals. For instance, if you are working on a contract with multiple signatories, you can ensure that each party completes their specific section, streamlining the process and improving accuracy.
Accessing the Feature #
To get started, navigate to the Payments tab on the left navigation menu, hover on the Documents & Contracts dropdown, then click All Documents & Contracts. Within that tab, select the +New button to create a new document or edit an existing one.
Adding Text Fields and Custom Fields #
In the document builder, click the “+” icon, then drag and drop the Text Element into the document from the available options.
Note: The custom field icon only appears when the text element is present on the page.
Assigning Recipients #
To add recipients, click the person icon. In the Primary Clients dropdown, select the clients to whom you want to assign the specific text field.
Adding Signatures and Date Fields #
To add signatures and dates, click the “+” icon, then drag and drop the signature and date elements. You can set the available dates to today’s date or future dates.
Preview and Adjust #
Before sending the document, preview it to check that everything is in place. You can make adjustments to the placement of text fields and ensure the assignments are correct. Once satisfied, send it out. You can either send it via email or share the link with the client on your preferred messaging channel.
By following these steps, you can effectively customize your lease documents, contracts, and more, making the signing process more efficient and error-free.
Practical Example #
Suppose you are an organization that manages various types of agreements, like contracts or service agreements. With custom field support, you can design templates that include specific, fillable fields tailored for each party involved. For instance, you could set up fields where different participants, such as clients or partners, can add their information, like contact details, terms, or dates, directly into the document. This setup captures all essential information without requiring manual adjustments, ensuring efficiency, accuracy, and compliance with necessary standards.
Frequently Asked Questions #
Where do I add custom text fields to a document? #
Open a document from All Documents & Contracts, click the “+” icon in the builder, and drag and drop the Text Element onto the page. The custom field icon appears once a text element is present.
Can I assign a field to a specific recipient? #
Yes. Click the person icon and use the Primary Clients dropdown to assign a text field to the client who should complete that section, which is ideal for contracts with multiple signatories.
Can I move text fields after assigning them to a recipient? #
Yes. You can adjust the placement of text fields even after assigning them. Preview the document to confirm the fields are correctly positioned.
What if a recipient fills out the wrong field? #
The CRM makes it easy to correct such errors. Recipients can be instructed to clear the incorrect entry, and the field can be reassigned or corrected as needed.
How many text fields can I add to a document? #
There is no set limit. However, for clarity and ease of completion, it is best to include only the necessary fields.
How do I send the finished document to my client? #
After previewing and confirming the field placement, send the document via email or share the link with the client on your preferred messaging channel.
