3.3.26 Use Directory Custom Fields to Personalize your Compliance Obligations

Custom fields allow you to add additional context and information to the various elements of your accounts. 

Select Custom Fields to Add to your Compliance Obligations

The custom fields selected in your compliance obligations can be populated for both documents and clauses. To select the custom fields that you would like to include, click on “Manage Custom Fields”.

On the resulting page, you will see a list of all of the custom fields in your directory, along with their type and description.

Use the checkboxes in the ‘In CO” column to select the custom fields that you would like to include in your compliance obligations. 

If you would like to include connected custom fields, use the Connected column. Custom fields with a checkmark in the connected column will be connected.

Once you have made your selection, click save to add your selected custom fields to your compliance obligations. Once custom fields have been added, you can begin populating them for your documents and clauses. 

Remove Custom Fields from your Compliance Obligations

If you would like to remove a custom field from your compliance obligations, simply open the “Manage Custom Fields” page, uncheck its checkbox, and click “Save”. Please note, if you remove a custom field from your compliance obligations, any data that had been entered in it will be deleted.