Custom Variable Overview

Custom variables are fields an Editor can add to a document template to collect additional information from the Signer. There are four predefined custom variables built into the application.

You can change the Field Label for an optional variable to match the terminology used by your organization. The updated label appears in the Additional Document Information dialog box during signing, the Manage Lien Waivers alert tooltip, and the field list in the Documents Editor. Changing a field label only affects the displayed name and does not change the field's functionality, stored data, project settings, or document processing.

Note: Each predefined field label must be unique.

Variable

Description

Type

+ Add Variable

If the data dictionary does not include a variable you require for your document, you can add and define a custom variable. Select +Add Variable to manually create a new variable. Variable types include Text, Amount, and Checkbox.

  • Text: Use custom text.
  • Amount: Used for currency values. Amount values will include commas and display numbers up to the second decimal point.
  • Checkbox: Used for options. When a document uses a Checkbox variable, the signing user will see a checkbox they can select when signing the document.
  • Text
  • Amount

Allow subcontractors to add contractor affidavit option text

Will display if project setting is enabled; triggers alert on Manage Lien Waivers screen

Text

Disputed claims amount

Triggers alert on Manage Lien Waivers screen

amount

Disputed claims detail

Triggers alert on Manage Lien Waivers screen

text

Optional text

Will display if project setting is enabled, specifically 'Subcontractors may add lien waiver optional text'; triggers alert on Manage Lien Waivers screen

text