Customizing Contract Cloud

Adding and Managing Custom Fields

To add custom fields within your contract Overview tab, click the Settings gear in the top right of the Contract Cloud/Contract Inventory.

To create a custom field, click Create your first field if you’re creating a field for the first time, or Add Field if you’re creating new fields.

Next, assign your custom field a title, a type, and then click Create Field to add your custom field.

If you’d like to make any changes to any custom fields you’ve created, simply click the pencil icon on the custom field you want to make edits to, and Save Changes once you’re finished.

You can also re-order your custom fields within this menu, which will re-order the fields within your contract Overview tab.