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Adding New Fields in Contract Requests Screens

edited Feb 26, 2025 9:43AM in Enterprise Contracts 2 comments

Summary:

We are currently testing the Contract Requests screens. We would like to add new, custom fields to the Contract Details page. In Visual Builder, I know that we can edit the current fields, but how do I create a brand new field? Is this done in Visual Builder? Visual Builder and Sandbox?

Also, in the Legal Entity dropdown we have several options to choose from. There is only a limited amount we would like to choose from. Where do I edit this as well to remove some of the dropdown options?


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