This feature is available on select subscription plans.
With Smart Fields, Concord administrators can preemptively create standardized fields for use at the organization level. Smart fields can be inserted into documents to collect data (like form fields), but: data entered into Smart Fields appear in the Summary Sheet and your Custom Reports.
Create a Smart Field
All users will be able to view existing Smart fields in the left-hand navigation panel. For example, for an Administrator to create a Smart Field:
- From the Home page, click Smart Fields on the left side panel
- Click + Add field
Note: Currently, Smart Fields can be renamed but cannot be deleted from the Smart Fields list.
Insert a Smart Field into a Document
- Internal creators (and Administrators) granted full editing rights on a document can insert Smart Fields while in 'Edit' mode:
- In any Template or document, click Edit.
- Click on the space in your document where you want to add a Smart Field
- In the toolbar, click Insert
- Select Smart Field
- In the pop-up modal, choose your desired Smart Field
- Select your preferences: 'fillable by' and 'required' or 'optional.'
- Click Save
Edit an Inserted Smart Field in Document
Internal and External quests with full editing rights can adjust the following by selecting 'Edit' in the Smart Field. Who can fill the field (internal parties, external parties, both)
- Whether or not the field is required or optional
- Who can fill the field (internal parties, external parties, both)
- Whether or not the field is required or optional
Remove an Inserted Smart Field
- In edit mode, click on an inserted smart field and then select the trash icon to remove it (or use the backspace key)
Note: External guests can also delete a smart field from a document, but they cannot insert smart fields themselves.
Smart Fields can be removed from a document but cannot be deleted from the Smart Fields list at this time.