Custom fields let you organize docs using categories that go beyond Productive’s built-in options.
They add flexibility when you need to track information that’s unique to your team’s processes—for example, labeling a doc by document type (proposal, contract, meeting notes), marking its status (draft, in review, final), or assigning it to a responsible person.
👉 To learn more about working with docs in general, check out this article: Productive's Docs
Plan Availability
You can create as many docs custom fields as needed without impacting your subscription plan's total custom field count. Please note that you can only apply a certain number of custom fields per project, which depends on your subscription plan.
Number of Docs custom fields per project per plan:
Essential: 2 custom fields
Professional: 5 custom fields
Ultimate: 15 custom fields
Custom Fields Library is only available with Professional and Ultimate plans.
Adding Custom Fields in the Docs Editor
1) When editing a doc, open the sidebar and go to the Custom fields tab.
📌 Docs custom fields are only available for project-related docs. If you don’t see the tab, check whether your doc is linked to a project.
2) If custom fields already exist for this project, you’ll see them listed here. To add more, select Manage docs custom fields at the bottom.
3) Click Add new custom field to set one up.
4) When creating a new field, choose its type and (optionally) add a short description. This helps teammates understand how to use the field correctly.
Types of custom fields available:
Text field: Store free-form information such as contract numbers or meeting titles.
Number field: Save numerical values like version numbers or budget amounts.
Date field: Track deadlines, approval dates, or renewal dates.
Single-select field: Choose one predefined option, such as document category.
Multi-select field: Apply several labels, for example, “Proposal” and “Draft.”
Person field: Assign responsibility by linking the doc to an active user on your account.
📌 If you check Add to Docs custom field library before creating the field, it will be available for reuse across other projects. This helps keep your custom fields consistent and avoids duplication.
5) Finally, click Create field to add it to your doc.
Once created, the field is instantly applied to all docs within the same project.
Using Custom Fields on Docs
After adding a custom field to a doc, you can also display it in your project or docs list views.
Once the field is added to your view, it will be displayed next to your docs.
This makes it easier to organize and filter them as needed.
📌 Custom fields are tied to projects. If you move a doc to another project, you’ll need to reapply its fields—unless the new project already uses the same ones.
Docs Custom Fields Library
In addition to project-specific fields, you can also create reusable fields in the Docs custom fields library. This is useful when you want the same fields (like “Document type” or “Status”) available across multiple projects without recreating them each time.
👉 For step-by-step instructions, see this article: Docs Custom Fields Library
