Open the "Settings" menu and choose "Custom Fields" within the "Contract Properties" and/or "Business Partner Properties" section to add, edit and delete custom fields for these objects.
To a new field, enter the field name and select the field type. The following field types are supported:
Text (free text entry)
Multi-Line Test (free text entry for longer texts with formatting)
Dropdown (one entry can be selected out of the configured list)
Multi-Select Dropdown (several entries can be selected out of the configured list)
Date (date entry)
Number (number entry, calculations can be performed for these entries)
Depending on the chosen field type, more configuration can be done as e.g. adding the options for drop-down entries.
You can also choose to make a field mandatory. When checked, the field will become a mandatory entry for all entries.
Connect Custom Fields to AI Document Intelligence
The AI Document Intelligence will automatically extract and summarize key terms from your documents. You can configure custom fields to save captured clauses that matter most to your business.
Create (or edit) a "Multi-Line text" field and select the AI Document Intelligence information you want to connect to the field:
The following options are available:
Clause | Content |
Confidentiality | Summary of the confidentiality clauses. |
Dispute Resolution | Summary of the dispute resolution clauses. |
Document Language | Language of the contract document. |
Force Majeure | Summary of the force majeure clauses. |
Indemnification | Summary of the indemnification clauses. |
Law and Jurisdiction | Summary of the governing law, jurisdiction and legal framework. |
Liability | Summary of the liability clauses. |
Notice | Summary of when and how formal communication related to the contract should be delivered |
Payment Terms | Summary of the payment amounts, fees and related information |
Renewal | Summary of the renewal terms. |
Subcontracting | Summary of the subcontracting clauses. |
Warranties | Summary of the warranty clauses. |
When associating a field with AI document intelligence, the field will be prefilled with the extracted data from the contract document after the AI analysis.
Note: This functionality is available for contract custom fields only.
Field Reordering
You can reorder the fields by dragging and dropping them into the desired position. For contracts, you can also place the fields in different sections:
Reporting
All contract, billing and business partner grids can be filtered and sorted by the maintained custom fields for reporting purposes.
