Add custom sections to summary records

Structure your agreement records according to your needs by creating custom sections, in addition to the default available sections.

Why create custom sections?

Agreement summary records already contain default sections (general information, key dates, parties, etc.). With custom sections, admins can:

• Add areas tailored to their business (e.g.: Financial terms, Compliance, Technical partners)

• Centralize specific information without multiplying external files

• Standardize the reading and analysis of agreements for all teams

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How to add a custom section?

1. Go to Workspace settings

2. Open the Agreement Studio

3. Click Add a section

4. Give a name to the section (e.g.: “Warranties”)

5. (Optional) Add a description to guide users

Once created, the section automatically appears in the summary record of each agreement and can be filled in by authorized users.

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Best practices

• Create only the sections that are necessary to avoid overloading the records

• Use short, explicit names for your sections

• Limit the number of fields

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🔗 Related articles

• Customize agreement types

• Add custom fields to agreements