Add Custom Fields to Legal Document

To add custom fields to the legal document: Go to the Settings > Extras section. 

Here, go to the Legal Documents section > click on New Document.

This will open up the New Document section > set the title and content for the document.

Next, click on Add custom field.

Here, set the field ID. The field ID should ideally be a single word set in lowercase. It should not include special characters or spaces.

Now, set the label.

Next, select the field type. You can set the field type as text input, phone number, text area, or signature.

There are also options to set the field as required and adjust the field width.

After this, add the placeholder {{id}} to set the field's value in the legal document.
For example: If you set the field ID as: address, the id for it would be: {{address}}
Also, for signature fields, you will need to use the {{{id}}} (with three curly brackets).

Finally, click on Submit.

Check out our video guide on how to add custom fields to legal documents: