Adding Custom Fields to Templates

This article offers guidance on creating custom fields and adding them to templates. Custom fields allow organizations to capture information beyond standard system fields, ensuring that templates meet specific business needs. 

Follow these steps to create custom fields to add to the templates:

1. Navigate to the Admin Template Library and select Fields from the left side menu. A Fields page will appear.
2. Click the Add icon to create a new field. An Add Field window will appear.
3. Select the desired field type (for example, Date or Text).
4. Enter a label for the field.
5. Click Save to apply your changes.
   
6. Repeat this process to add more custom fields as necessary.

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