Smart fields are defined by your administrators in the contract type. They allow you to structure and automate the entry of information.
Understand the form fields
The form is divided into two sections:
Your organization's fields (blue)
→ visible and editable by your organization only
Counterparty fields (yellow)
→ visible and fillable by the counterparty (or by you).
The counterparty can only see and fill in the fields assigned to them.
The field colour therefore indicates who needs to complete it.
Access the form
Open the contract
Switch to review mode
Click on the Form tab
Identify the fields to complete using the red dot
Complete the fields
Enter information directly in the form
Check that each value is automatically inserted into the contract
The form is dynamic: certain fields appear or disappear depending on the answers entered.
Some fields may be automatically pre-filled:
From the counterparty record linked to the contract
From the default values defined in the contract type
By automatic calculation (e.g. end date recalculated from the start date and duration)
Unable to edit
Several reasons may explain why a form field is not editable:
The field is assigned to the counterparty: yellow fields can only be edited by the counterparty. A message is displayed: "Your counterparty can edit this field".
You are not a participant on the contract: only participants (admin, supervisor, referent, member) can edit form fields.
The signing process is in progress: once the contract has been sent for signature, fields linked to the document are locked.
The contract is signed: fields are locked after signature.
The field is automatically calculated: some fields such as the next renewal date are calculated by Tomorro and cannot be edited manually.
If you still cannot edit a field, check your role on the contract and the status of the contract.
Send an incomplete contract
Send the contract even if some fields are not filled in
Let the counterparty complete their own fields
Start the signing process
Learn how to send a contract for signature.
Tomorro Signature
All fields assigned to you must be filled in before starting the signing process.
If only the counterparty's fields are empty, you can still initiate the signature. The counterparty will need to complete them before signing.
DocuSign Signature
All fields must be completed before starting the signing process.
If any fields assigned to the counterparty are still empty, you will need to send or resend the contract so they can fill them in before activating the signature.