Smart fields allow you to create forms when generating projects.
In Tomorro, you can clearly define who is responsible for completing each field: your company or the counterparty.
Understanding the benefits of assignment
Empowering internal teams
Operational teams know exactly which fields they must complete before sending the project.
Simplifying the counterparty experience
The counterparty only sees and completes the fields that concern them.
Speeding up exchanges
Fewer corrections, fewer back-and-forths, and no risk of unintended changes.
Defining who completes a field
The assignment of field completion is managed only at the template level.
Go to the Templates section
Open the relevant template
Click on a smart field
Choose who should complete the field:
Your company
The counterparty
Identifying and understanding field behavior
Blue field - assigned to your company
The field is visible only to your company
Only members of your company can complete it
The counterparty cannot see or fill in this field in the project form
Yellow field - assigned to the counterparty
The field is intended for the counterparty
They can complete it when they receive the project via Tomorro
Your company can also complete it if needed
Knowing the rules to follow
Assignment works only if the project remains in the Tomorro editor
As soon as a Word version is imported into the project, field assignment is no longer applied
Assignment is defined at the template level and cannot be changed in a project that is already under negotiation