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  • Click on “Custom Filed Form” in the left side of navigation menu.
  • In “Home >> Manage Contract Templates” page, click on “Create Custom Filed Form”.
  • User enters Name and description



  • User drags and drops and designs the required custom field form.

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  • User clicks on the  and provide the label name.
  • Note: White spaces are not supported in custom field names for generate contract annotations. For example: "Billing Rate" is not supported. Correct field name is: "BillingRate"



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  • Verify that the CustomFieldForm is created successfully.

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Steps to Edit Custom Field Form:

  • In “Home >> Manage Custom Field Form” page, user enters custom field form name in search box

  • User clicks on the Edit icon
  • Custom Fields Form edit screen is displayed
  • User edits the required Filed
  • User clicks on Update button
  • Changes to the Custom Fields Form are updated in the system

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