Custom Fields can be added to WorkGuru form the Add a Custom Field button on the top right of the Custom Field dashboard.

Adding a Custom Field is a 5 step process:

  1. Name - Note this field must not contain any spaces or special characters as this is the tag the merge field references when used on document templates eg: [CustomFieldName]
  2. Label - The descriptive name for the field.  Can contain spaces etc.
  3. Type - Type of field which defines the format of the field and how it displays.
    1. Short Text
    2. Long Text
    3. Number
    4. Date
  4. What document type you want the field to appear
  5. Mark the field as Mandatory so it will prompt the user if it hasn't been filled out.