Customizing Documents with Custom Fields

Customizing Documents with Custom Fields

Custom Fields are fields you can add to Realti for your firm. These fields are treated like any other field, except they are customizable. They can be used to combine other fields together, for calculations, or to add additional information to your files. Custom Fields are found under Settings → Custom Fields. To create a Custom Field refer to this article.

Custom Fields in Field Library

When customizing a Master Document, click the F icon to open the Field Library. Search for the caption of the custom field, or find it under the Custom Fields heading.

Clicking on the field name will open the options to set the formatting and output (when available). These can be changed (if necessary). Finish adding the custom field into the document by clicking Add.