You can configure your Contracts exactly as you need with Custom Fields in Scout.
Custom Fields allow you to customize your Contracts, Intake, and Reports to fit your organization's terminology and needs. Let's dive in to setting up Custom Fields in Scout!
First, it is important to understand the organization in Contracts. The Contracts module is comprised of Contract Types. You can create Contract Types which can have unique Custom Field Groups. (For more information on Contract Types, click here.) Each of these Custom Field Groups contains Custom Fields.
Custom Field Groups
Before creating Custom Fields, you will need to create groups for them to be assigned to. To do so, click Custom Field Groups in your Company Settings:
Next, you'll simply enter a Custom Field Group name and click Add Group:
Now that we have a few 'Custom Field Groups' in place, we can begin adding Custom Fields. To do so, click Custom Fields in your Company Settings:
Here, you'll choose a Field Name, assign the field to a ‘Custom Field Group’, set the field type & options, and click Add Field. If the field is to be required, you'll want to check the ‘Required’ box on this page.
Single Select & Multiple Select:
If you create a Conditional custom field, you'll need to provide the options to be selected. To do so, click Edit Conditions on the Custom Field entry once it has been added to your list of Custom Fields:
This will bring up the Conditional Field menu where you can type in options for this Custom Field. To add an option, you can press Add or Enter on your keyboard. You can edit, delete, and reorder the options using the controls available to you in this menu.
Activating Custom Fields
Now that we have created new 'Custom Fields', we will want to make sure to add them to the correct Contract Types. To do so, click on a "Contract Type" in your Company Settings:
Clicking a particular Contract Type allows you to select which Custom Fields are to be displayed for that Contract Type. From this page, you can also select if you would like your Custom Fields to be displayed to Stakeholders on your Intake form by selecting the "Contract and Intake" option on the right.
You will then want to click the "Arrow" on the right side of the page to open a checklist of which fields you want to appear within your Contract and within your Intake form.
To view the updates you've made, all you'll need to do is open a Contract of the same type in Scout. Within the Contract, you will see the Custom Fields you've added.