.png){kind=logo}
Adding Custom Fields to Documents & Contracts
By adding custom fields to your Motion.io documents and contracts, you can prefill values unique to each project and avoid clients or team members entering information manually.
Examples of information you can use custom fields to pre-populate include:
- Business names and addresses
- Names and email addresses for primary contacts
- Project-specific information like pricing, due dates, and deliverables
This article will walk through the process of adding custom fields to the contracts and agreements you send to clients in Motion.io.
📢 Note: To follow this guide, you must already have created at least one custom field in your Motion.io account. Click here if you're new to custom fields and want help getting started.
How to Add Custom Fields to Documents & Contracts
In the "Documents" page of your Motion.io admin dashboard, select the document to which you wish to add custom fields and click "Edit Fields" to open the document field editor.
In Motion.io's electronic documents, custom fields can only be utilized with the "TextField" field option.
In the editor, select the text field you want to add one of your custom fields to and expand the "Advanced Settings" dropdown.
Then, under "API ID," replace the default value with the slug of a custom field in your Motion.io account.
📢 Note: In addition to using custom field slugs in the "API ID," you can also enter Motion.io's default IDs of project_name, client_name, and client_email to prefill those respective values.
Finally, exit out of the modal (changes made in the document field editor are saved automatically) and click "Save" in the "Edit Document" slideout.
Now, whenever you attach the document to tasks you send to clients, the field you edited will be automatically pre-filled with the value of the custom field you added.
👋 Tip: Before sending your document to the client, it's a good idea to double-check that you've added a value for each custom field in the project (see example) to ensure the information will populate correctly in the contract or agreement you are sending.