Custom fields

Every organisation tracks slightly different details about its contracts. Custom fields let you add your own, such as cost centre, budget code or project number, to every contract in your workspace.

Available on every plan

Custom fields are on every plan, in team workspaces. A workspace can have up to 20 custom fields.

Overview

You set up a custom field once for the whole workspace. It then appears on every contract, next to the details Renewly read from the document. You fill in its value separately for each contract.

Field types

There are seven types of field:

Text: any words, for example a project name or a note.
Number: a number, for example a budget code or an amount.
Date: a date, for example an internal review date.
Single Select: pick one choice from a list you set up, for example a region.
Multi Select: pick several choices from a list, for example the offices a contract covers.
URL: a web link, for example to an internal page or the supplier's portal.
Email: an email address, for example the supplier's account manager.

Creating custom fields

Open Settings and choose Custom Fields.
Click Add Field (or Create First Field if you have none yet).
Type a Field Name and choose the Field Type.
For Single Select and Multi Select, type each choice under Options and press Enter.
Tick Required field if you want the field marked as one to fill in on every contract.
Click Create Field.

Select options

Single Select and Multi Select fields need at least one choice. A field can have up to 50 choices.

Setting values on contracts

Open any contract. Your fields appear in its Custom Fields section. Fill in the values and click Save Fields. Required fields are marked with an asterisk (*), as a reminder; Renewly still lets you save without them.

Managing fields

Only workspace owners and admins can create or delete custom fields.

Changing a field: you cannot rename a field or change its type from the settings page. Delete it and create it again instead.
Deleting: click the delete button next to the field and confirm. This permanently removes the field and its values from every contract. It cannot be undone.
Order: fields appear in the order they were created.

CSV export

Custom field values are not included when you export your contracts to a CSV (spreadsheet) file. The export contains Renewly's standard contract details only.

Limits

Up to 20 custom fields per workspace
Up to 50 choices per select field
Field names can be up to 100 characters, and each name must be different