Custom fields apply to all your contracts.
Custom fields can be used for:
- Filtering the Renewals > Contracts table
- Choosing visible columns on the Renewals > Contracts table
- Adding form fields when sending a form on Workflows
How to add fields
- Go to Settings>> Contract Details
- Select the "Group" (a collection of fields) to which you want to add the new field
- Press the "+ Add field" button
- Select the field type and its details and click Save
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Note that you can expand and collapse each group as well as change the groups' order with a simple drag & drop.
Adding instructions for magic auto-fill
When creating or editing a custom contract field (except Single select, Multi select, and Employee fields), you can provide Instructions for contract parsing. These instructions tell AI what information to extract from the contract and how to populate the field.
When Magic Auto-Fill parses a contract PDF to create a new contract in Torii, it uses these instructions as part of the AI prompt. Along with Torii's standard contract fields, AI will attempt to extract and populate any custom fields that have parsing instructions. If a matching value cannot be found, or if no instructions are provided, the field must be populated manually.
To help you get started, click Generate with AI to automatically create parsing instructions based on the field name. You can then review and refine the generated instructions as needed.
Note: To use this functionality, you must configure an AI API key and enable Contract Magic Auto-Fill in Settings.
Contract history
Torii tracks every change made to all contract fields, custom or default.
- Clicking on a contract will display the list of its fields
- Hovering over a field, you will see a history icon
- Clicking it will bring up a list of each change when it was made and by whom