Use the Validate Fields action to ensure that all smart fields in your contract (agreement) are in the proper format for their assigned data type (e.g., date, number, datetime, selected values from picklists, etc.).

You cannot check the contract document in until all fields are corrected to a valid format.

To validate fields

  1. Open a contract.
  2. In the Contracts pane, go to Data > Doc Fields.
  3. Click the More () icon and select Validate Fields from the menu.
  4. If all fields are correct, a success message appears at the top. Any incorrect fields are listed. Click an incorrect field to find it highlighted in your document. To see the correct format for an invalid field, click the Info () icon. After correcting, click the Refresh () icon in the top right to revalidate.
  5. Click the back arrow to the previous screen.