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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.
- 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" - Verify User clicks on "create" button and verifies that the CustomFieldForm is created successfully.
Steps to Edit Custom Field Form:
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