Add custom fields to agreements

Enrich your agreement records with fields tailored to your needs: dates, amounts, dropdown lists or text fields.

Only a administrator workspace members can add custom fields.

Why create custom fields?

Agreements already include standard fields (parties, annual value, governing law, key dates…). With custom fields, you can:

• Track information specific to your business (e.g.: Indexation index, Internal reference, Type of guarantee)

• Structure data for your reporting and exports

• Make your filters and searches more precise in the contract library

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How to add a custom field?

1. Open Workspace settings

2. Go to the Agreement Studio

3. Click Add a custom field

4. Choose the field type :

   • Text : free or short

   • Number : amounts, indices, coefficients

   • Date : specific due dates

   • Dropdown list : selection among several predefined options

   • Checkbox : yes/no

5. Give a clear name to the field (e.g.: “Tacit renewal”)

6. Save: the field will be available in all agreement records.

Custom fields are taken into account in the contract library filters and in the Agreement Analyzer, to enrich your searches and reports.

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Best practices

• Use explicit and standardized names (avoid overly internal abbreviations)

• Prefer dropdown lists for repetitive values to avoid data entry errors

• Limit the number of fields to keep records readable

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🔗 Related articles

• Customize agreement types

• Add custom sections to summary records