Centralize, update, and auto-fill custom fields related to your counterparties by linking them directly to the relevant object.
Create a smart field
Go to "Dynamic components" (in the left menu)
Then click on "Create component" in the top right corner
Select "New smart field"
Then you can fill in the different sections:
Name the field - the name will be visible in the summary sheet and in the document if you insert this field in a template.
Add a help text (optional) - this help text will be displayed at contract creation or in the form to fill out the contract
Choose the type of field - you can choose among the 5 types of fields that exist: text, number, date, select, and multi-select with options.
To know the different types of fields and their use, it is here: Smart field types.
Link the smart field to the counterparty
Select "Counterparty smart field", In the "Associated object" section
the field will be visible on the counterparties pages and the summary sheet.
Click on the "Save this smart field" button at the bottom right.
From a project or template, you also have the ability to create a smart field and link it to the counterparty.
Edit the object associated with a smart field
You can change the object associated with a smart field at any time from the "Dynamic components" or from a project or a template :
Click on "Associated object" and change the object by selecting the desired option.
Click on "Save" to validate the modification.