COBBLESTONE SOFTWARE

Contract Insight — User Guide

Assign Fields by Contract Type

03. Admin User Manual › Field Manager › Assign Fields by Contract Type

Note: Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

1. Overview

Field Management's Record types tab is where fields are assigned per contract type: pick a record type (from a list of dozens of contract types) and the panel shows every field currently assigned to it, flagged required or unique, so an NDA and a Master Services Agreement can be given different fields.

2. Key Elements

• Administration → Field Management → Record types tab: select a Record type, e.g. "NDA" or "Master Services Agreement"
• The Assigned list shows each field currently on that type, with req (required) and uniq (unique) flags
• Fields are added to or removed from a type here without touching the field's definition on the Fields tab

3. Quick Reference Summary

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