3.3.16 Populate Custom Fields in your Compliance Obligations

To populate a single custom field in your compliance obligations, simply click on its contents.

You can also edit multiple text type, user type, date type, or multiple choice custom fields at the same time by selecting one or more documents or clauses and using the bulk edit option.

If the custom field has not yet been populated, you will be able to enter your desired content right away. If it has already been populated, you will need to click on the edit icon to enable editing.

Depending on the type of custom field, the way that you can edit it may be slightly different.

Text Type Custom Fields

Use the field to enter your desired text.

User Type Custom Fields

Use the dropdown menu to select the appropriate user.

Date Type Custom Fields

Use the date picker to select the appropriate date.

Multiple Choice Type Custom Fields

Use the dropdown menu to select the appropriate option.

Risk Type Custom Fields

Select the appropriate likelihood and consequence from the list

Regardless of custom field type, once you have made the desired changes, click Save to update the custom field.