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:
- 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]
- Label - The descriptive name for the field. Can contain spaces etc.
- Type - Type of field which defines the format of the field and how it displays.
- Short Text
- Long Text
- What document type you want the field to appear
- Mark the field as Mandatory so it will prompt the user if it hasn't been filled out.