Creating template custom fields
Template custom fields let you record extra details on your templates, such as Category. You create them in the Custom Fields tab on the Templates page.
Before you start
To create or manage template custom fields, you need the Custom Fields permission on the Template row. If you don't see the Custom Fields tab, ask your firm's admin to check your permissions.
Create a template custom field
Go to the Templates tab and click the Custom Fields tab near the top of the screen. The Template Custom Fields tab opens and shows any existing custom fields.
Click the blue New Custom Field button in the upper right corner. The menu changes so you can add your field details.
Enter a name for your custom field.
Pick a field type. If you pick a dropdown type, add the options you want in the dropdown menu.
If the field is a Text Field, choose whether to mark it as sensitive.
Click Create.
Field types
You can choose from these field types:
Text Field
Dropdown Single-Select
Dropdown Multi-Select
Pill Single-Select
Pill Multi-Select
Badge Single-Select
Badge Multi-Select
URL Link
Firm Member Single-Select
Firm Member Multi-Select
Date Picker
If you choose a dropdown type, you'll be prompted to add the options that appear in the dropdown menu.
Sensitive text fields
You can mark a Text Field as sensitive. A sensitive field's value is masked on the template's page, with an option to reveal it.
The sensitive option isn't available for dropdown field types.
Using your custom field
Once you create a field, you can edit it on any template's page. In the Library table, you can also add it as a column, filter by it, and double-click a cell to edit its value. For more on the Library table, see the Templates Library article