Using Custom Fields on Templates

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

 

If you want to include existing custom fields to a matter category, you can edit the custom field, or edit the matter 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 matters, those templates must be saved under 'Family Law' in Template Desk: 

Make sure to unselect 'Global' from the dropdown list so you are only looking at templates for that specific matter 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: 

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

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