Manage default company data fields
Company users with enabled “Manage data fields” user permissions can mark any data field as default to ensure essential data is always presented and highlighted in the data fields’ document sidebar.
These default data fields will automatically appear across all templates and contracts (even if they are not present in the document body) within the Data fields section of the sidebar with a “Default” label:
To mark an existing data field from your company’s library as default
Click on your profile icon in the top right corner and select Data fields library under the “Company” section from the menu.
Click the three-dot icon next to the field’s name.
Select Mark as default from the menu.
Select the option you wish to apply to the existing data field across your company’s documents:
Mark the field as default in all future templates and contracts only;
Mark the field as default everywhere (this option includes current templates and contract drafts, signed and pending contracts however will remain unchanged)
Click on the blue Confirm button to apply the selected option.
To remove a data field from the default company data fields:
Select Unmark as default from the same contextual menu.
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