Fields Tab
On this tab, you can view, add, edit, and remove fields used to build an agreement. Note that the custom fields can added at the site level.
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Fixed field types are listed and cannot be edited – there is a lock icon under the Actions column.
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To edit or remove custom field types, click the appropriate buttons under the Actions column.
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To add a field type, click the
icon.
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Click Save to save changes and exit. Click Cancel to exit without saving changes.
Figure: Fields Tab
If you add or edit a field type, a new window opens.
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Enter a name for the field
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Select the field type – Text, Money, Number, LiveSearch, etc.
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Choose display options in the left-hand column. Choices vary depending on the field type.
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A preview of the field appears in the Field Preview window.
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When finished, click OK to save changes. Click Cancel to exit without saving.
Figure: Adding / Editing Tab
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