Smart fields are specialized fields that can retain the field definition even after the merge service generates the contract document. This feature helps for reconciling the document, which is detailed in the Reconciliation section. Smart fields are intended for parts of a contract that would normally be negotiated. Smart fields, usually represented by small chunks of text, such as dates, categories, and numeric values, are not intended to hold large amounts of text. If necessary, use smart clauses instead.

Smart fields have the following limitations:

  • Text area data type fields and the LongDate formula field are not supported.
  • You cannot mark lookup fields as smart.
  • Smart fields cannot be used in the headers or footers of contract documents.

To mark a field as smart

  1. Insert the field into your template by following the steps in Inserting Fields in a Template.
  2. From the Templates pane, go to Work tab > Fields. If you cannot see the Fields tab, click Dropdown () icon and select Fields.
  3. The Fields page lists all fields in your template. Find the field in the list and click its name to highlight it in the document.
  4. Click the Settings icon () adjacent to the field name. It opens the field settings pane where you can find the field type (datatype) of a particular field and also the Name (API Name) of the field is displayed. 
  5. Toggle the Smart Field switch on and click Save.

To turn off the smartness property of a field, toggle the Smart Field switch in the properties page off.

Fields inserted in the header or footer of the template document cannot be marked as smart.