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.
✅ Best practices
The template's conditions (text shown or hidden depending on an answer) are applied only once, when the document is created: changing the value of a field used in a condition afterwards does not make the conditional text appear or disappear.
Sync automations does not recalculate these conditions either: it re-applies the contract type's name, storage folder, participants, reminders and files.
Check the answers that drive conditions before creating the contract; afterwards, adjust the text in review mode (recommendation).
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)
📌 The Oro agent can do this for you: ask it in the chat to fill in the contract data, for example a date, an amount or a duration. It asks you to confirm on a card before acting, and the card shows the previous and the new value of each field. It can no longer change the values once the contract has the status Signing, Signed or Canceled, nor a field that is not editable in the form. See all the agent's actions in the article Delegate actions to the Oro agent.
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 on the contract and the administrators of your organization with access to the contract can edit form fields.
Signing has started: fields inserted into the contract text or used in a condition get locked as soon as the contract is accepted for signature, before anyone signs. Your counterparty can still fill in one of their fields that was left empty, until the signature request is sent.
The field is automatically calculated: some fields such as the next renewal date are calculated by Tomorro and cannot be edited manually.
💡 Tracking fields that are not inserted into the contract text, such as the end date, an amount or an internal reference, stay editable, including on a signed contract.
If you still cannot edit a field, check your role on the contract and the status of the contract.
Conversely, the document edit mode (comment or suggestion) and locked text zones do not prevent editing field values: locking protects the contract text, not the values. Any contributor participant of your organization can edit them from the form.
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
Only the fields assigned to you must be filled in before starting the signing process.
If any fields assigned to the counterparty are still empty, they do not block the start: they go out as they are in the document sent.