What is a custom field and how to use it?

Posted on December 22, 2023 by Audrey Nelson

A custom field is an additional field you can create that would provide you with additional information that you want your recipients to enter. This could be a phone number, quantity of an item, invoice or part number, street address, etc. The custom field feature is only available on Business Plans when used with the Website Button.

How to create a custom field?

Upon successful login, select the navigation icon (the 3 horizontal lines near the upper left corner).
Integration, then Website Button.
Select where you want the custom field to be placed in the layout of your Website Button.
Enter the title of the custom field so you can decipher your custom field, if you have multiple. Only you can see this title.
Next, add your Label. This is what others would see. You can adjust the length or characters in that custom field. You can also add an additional field here and drag to move the labels in the order that you want.

Once created, click the “SAVE” button.

You successfully created a custom field! This is a great additive to your Website Button for additional information to gather from people sending files.

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