Now, you can use custom fields from contracts shared by other companies to help manage and monitor contracts more easily through the Contract Dashboard. Here are the steps.
Go to the Contract menu.
Then click the Cross-company fields submenu.
Click the “Import” button to import custom fields from contracts that have been uploaded.
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Check the boxes to select custom fields from the documents and click “Import selected”.
You can also click “Import all” to import all fields.
The selected fields will then appear in the list.
To view the imported custom fields, you can switch to the Overview submenu. Then click the “custom fields” icon.
Then click “+ Add variable”.
Select the custom field using the select variable, and the field will appear at the very bottom as shown below.
And click “Save”.
The imported and selected fields will appear at the far end. Swipe the screen sideways to view the fields.
That is the explanation on how to add custom fields from intercompany contracts. Next, learn how to manage custom fields here.
