Custom field support in the CRM’s Document and Contract Editor is a game-changer for businesses. It allows for the addition of floating text fields in documents, enabling a level of customization and flexibility previously unattainable. This feature is crucial for businesses that require precise data collection and wish to provide a seamless document completion experience.

Key Benefits:

• Seamless Integration: Easily add text fields into documents and contracts.
• Flexible Placement: Freely position text fields anywhere within the document.
• Efficient Assignment: Assign text fields to specific individuals, ensuring accuracy and streamlining workflow.

How to Utilize Custom Field Support

Implementing custom field support in your documents and contracts is straightforward. Here’s a step-by-step guide:

Accessing the Feature:

• Navigate to the “Payments” tab on the left navigation menu.
• Click on “Documents & Contracts” from the upper navigation menu.
• Select the “+New” button to create a new document or edit an existing one.

Adding Text Fields:

• In the document builder, click on the “+” icon.
• Choose the “Text Field” element from the available options.

Assigning Recipients:

• Click on the Recipients icon.
• Select the clients to whom you want to assign the specific text field.

Preview and Adjust:

• A preview of the document will appear, showing the placement of the text fields.
• Make any necessary adjustments to ensure the fields are correctly positioned and assigned.

By following these steps, you can effectively customize your lease documents, contracts, and more, making the signing process more efficient and error-free.

Practical Example: Real Estate Agency

Consider a real estate agency that manages numerous lease agreements for landlords and tenants. By utilizing custom field support, the agency can:

• Create a lease document template with customizable text fields for each party’s unique information.
• Assign fields specifically for landlords (e.g., name, contact information) and tenants (e.g., rental period, payment details).
• Streamline the signing process, ensuring all necessary information is accurately captured and compliant with legal standards.

Troubleshooting and FAQs

Q: Can I move the text fields after assigning them to a recipient?

A: Yes, you can adjust the placement of text fields even after assigning them. Ensure to preview the document to confirm the fields are correctly positioned.

Q: What if a recipient fills out the wrong field?

A: The CRM allows for easy correction of such errors. Recipients can be instructed to clear the incorrect entry, and the field can be reassigned or corrected as needed.

Q: How many text fields can I add to a document?

A: There is no set limit to the number of text fields you can add. However, for the sake of clarity and ease of completion, it’s advisable to include only the necessary fields.