For applications like Store a Document and Approve and eSign, you can use our out-of-the-box questions, or you can enhance them with additional custom questions for documents.

Custom questions allow you to ask additional questions on your document intake forms, that might be specific to your organisation or document type. This guide will allow you to configure those custom questions for your intake forms.

Note that only those roles with app access to Custom questions & delegation rules will be able to access this page.

Note that the help guide for creating delegation rules has recently moved here.

From the Settings dropdown, click Custom questions & delegation rules.

From this page, you can manage both your custom questions and delegation rules. You will have an extra tab on this screen if you use the Request Legal Support app, and can click here to manage custom questions for matters instead.

Custom questions allow you to create targeted fields for your contract management apps, allowing you to further sort and search through your data for contracts stored in the platform.

To get started, click Create custom question.

From here, start listing out the customised questions for your end users to answer when uploading files to Approve and eSign or Store a document.

We'll briefly go through the different fields you'll need to fill in when creating a new custom question.

Question. For any new field, you'll be asked to enter a question to display in the Approve and eSign intake form.

NEW! Hint text. If you'd like to add any guiding or help text underneath your question for context, you can include it in the section below.

Mandatory. Turn the toggle on or off to determine whether the question is mandatory and needs to be answered.

Question type. The question type indicates how your user will be able to respond to your question. The available out-of-the-box question types are:

Apps. You can opt to ask specific questions for Approve and eSign, Store a Document or Advertising Wizard if you have them available on your organisation's set up.

Document types. Each custom field can be associated to a specific document type. This gives you the flexibility to create a unique set of questions for each document type in your organisation. 

Click Save once you are ready to create your question.

You can edit your existing custom questions by clicking the Menu icon under the column for More. Then click Edit.

Edit any details about your custom question as required.

Then click Save at the bottom of the screen once you are happy with your changes.

You can prioritise the ordering of your existing custom questions by clicking the Menu icon under the column for More. Then click Move up or Move down in accordance with the direction that you would like to change the custom question.

You can also drag and drop your question into the correct order on the list.

You can delete your existing delegation rules by clicking the Menu icon under the column for More. Then click Delete.

Click Delete again to confirm your decision.

Note that you can also Delete custom question from the bottom of the edit screen.

To get the most value out of our applications, we suggest using a combination of our standard fields and the custom fields you have created to create rules that align with delegation logic specifically for your organisation.

Need help with your custom questions? Talk to us via Live Chat or e-mail us at [email protected]