Custom fields let you add specific attributes to docs, making it easier to organize, filter, and search through them.
With a shared library, Docs custom fields are accessible across all projects, helping you maintain consistent categorization and tracking.
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.
Accessing the Docs Custom Fields Library
To access Docs Custom Fields Library, open Settings > Custom fields, scroll to the Docs section, and click Open library.
If you already have library fields, they will be listed here. To create a new one, click Create new library item.
You will then be asked to select a field type.
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.
After naming your field and (optionally) adding a description, click Create field to save it to the library.
📌 By default, the Add to Doc custom field library option is checked. To create a field for a single project without adding it to the shared library, see this article: Docs Custom Fields.
Adding a custom field to a Doc
1) Open a document and, in the right sidebar, select 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) At the bottom, click Manage docs custom fields.
3) Select Add from library to choose a field. Fields from the library show a Library tag, while project-specific fields do not.
Once added, the field is instantly applied to all docs within the same project.
4) After applying a field to a document, you can display it in your project or docs list views.
📌 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.
