1. Custom Fields can be added to WorkGuru from the +Add a Custom Field button on the Custom filed dashboard.
  2. Complete the following fields:
    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 - Short text field.
      2. Long Text - Long expandable text field.
      3. Number - Number only field.  Can't enter alpha or special characters.
      4. Date - Popup calendar date picker.
      5. Link - Enter a URL that is clickable on the document.
      6. Dropdown - Create a selectable list.
    4. Use on - What document(s) type you want the field to appear.
    5. Mandatory? - Mark the field as Mandatory so it will prompt the user if it hasn't been filled out.
  3. Click Save to add the new custom field.