How do I create Custom fields?

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To create Custom fields:
  1. Select Firm Settings from the drop-down menu beside your avatar.

  2. Click Custom Fields & Intake Forms in the vertical menu bar and select Custom Fields from the expanded menu.
  3. Custom Matter Fields can be created for all Matters by selecting Add/Edit Fields beside the All Practice Areas option. If you would like to create the fields for only one practice area select it from the list or click + Custom Field for Another Practice Area underneath the tabs.

  4. The New Matter Custom Fields modal displays.

  5. You can also click the Person or Company Fields tabs and select + under the tabs to create Custom Contact Fields. Click Add new field and select a field to add to the main screen area.


  6. Select the type of field you complete the fields that appear under the Edit field tab to give the field a Label and further customize it.

Depending on the type of field you are adding, you can customize options such as field size and minimum/ maximum character length. When you are finished creating the custom fields, click Save at the bottom of the page.
Custom Fields can be used to help create merge fields for the purposes of document automation.

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