Using Custom Fields on Templates

Include more information about your file by creating custom fields on Thread, and choose which file categories those fields need to show on. Custom fields added to a file category can then be included in templates for that category, so that any information you added to the file can automatically populate on a document when you generate those templates in a file.

If you want to include existing custom fields to a file category, you can edit the custom field, or edit the file category to include those fields.

To use those custom fields on a template, you need to first create / upload templates to that category in the Template Desk.

e.g. to use Custom Fields on templates for Family Law files, those templates must be saved under 'Family Law' in Template Desk:

Note: make sure to unselect 'Global' from the dropdown list so you are only looking at templates for that specific file category.

When you open any template in that category, the fields in the Template Designer will show you any relevant fields for this category, and you can include them in the template:

To learn more about coding templates, go to Using the Template Designer.

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