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Articles on:Category Administrator
Categories, Category Sections, Custom Fields

Categories

  • Data Management & Automation
  • Contract Management - Basics
  • Category Administrator
  • User Management & Permissions
  • Other Functions
  • Integrations, SSO & API
  • Account, billing & security
  • AI & contract analysis
  • Overview & productivity
  • Users, roles & permissions
  • Electronic signature
  • Managing & organizing contracts
  • Creating & importing contracts
  • Contacts & counterparties
  • Field builder
  • How can I manage Custom Fields?
    How to create, configure and assign custom fields in the ContractHero field builder, including AI prompts and the ten available field types.Popular
  • What is the Contract Field Builder?
    The Contract Field Builder is where you shape your contract database in ContractHero — categories, category sections and custom fields for contracts, all in one place.Popular
  • How to manage category sections?
    How to create, rename, reorder and delete category sections in the contract field builder so the fields of a contract category are grouped sensibly.Popular
  • How to add/edit a category?
    **# How to add/edit a category When clicking on the “+” Sign on top of “your categories” you have the option to add a category. This can be helpful if you need more categories or some that are specific to your business. When clicking on it, a dialogue opens where you can makePopular

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