📖 Table of contents
Custom properties let your organization add structured data to signature requests, such as a document type, a department name, or a case reference. Once an admin sets them up, these fields appear automatically during signature request preparation, making it easier to categorize, track, and search your requests.
Prerequisites
Plan: Pro or Scale
To create and manage custom properties: Admin or Owner role
Set up custom properties
Custom properties are managed at the organization level. Any admin or owner can create, edit, or delete them from Organization Settings.
Create a custom property
Go to Settings > Signature Settings > Manage Custom properties.
Click Add custom property.
Select a field type:
Text: An open text field where users can type any value (e.g., a reference number or case ID).
Single or multi select: A list of predefined options that users can choose from (e.g., "Quote", "Contract", "Amendment").
Enter a name for the property (e.g., "Document type", "Case ID").
For list properties, add the available options. You can reorder them by dragging.
Choose whether the property is required or optional:
If required, users must fill this field before they can send the signature request.
If optional, users can leave it empty.
Optionally, set a default value: it will be pre-filled automatically on new signature requests.
Choose the scope:
Entire organization: The property appears on signature requests in every workspace.
Specific workspaces: The property only appears in the workspaces you select.
Click Save.
Note: The field type (text or dropdown) cannot be changed after the property is created.
Edit a custom property
You can update a property's name, options, required setting, workspace scope, and default value at any time.
Go to Settings > Signature Settings > Manage Custom properties.
Click on the pen icon of the property you want to edit.
Make your changes and click Save.
Changes apply to all future signature requests. For dropdown properties, if you rename or remove an option, existing signature requests that used that option are updated accordingly.
Delete a custom property
Go to Settings > Signature Settings > Manage Custom properties.
Click on the trash icon of the property you want to delete.
Then confirm.
Note: Deleting a property removes it permanently from all signature requests, including existing ones. Values already recorded on sent requests will be lost.
Fill custom properties on a signature request
When custom properties are configured for your organization, they appear in the Settings step of the signature request preparation flow.
While preparing a signature request, go to the Settings step.
You will see a Custom properties section listing all applicable fields.
Fill in each property:
For text fields: type your value directly.
For dropdown fields: select one option from the list.
Required fields are marked with an indicator: you must fill them before you can send the request.
Continue to the next step and send your request as usual.
Note: For dropdown fields, you can only select from the predefined options. If you need a new option, ask your admin to update the property.
Templates and Forms
If your organization uses templates or forms, an admin can pre-fill custom property values directly on the template or form. When you create a signature request from a template or form, those values carry over automatically. You can still edit them before sending.
Bulk Send
When sending in bulk, custom properties are filled at the bulk send level, during the preparation step. The same values are applied to all signature requests created from that bulk send.
View and use custom properties
On a signature request detail page
Custom property values are visible on the detail page of each signature request.
Filter your signature requests
You can filter the signature requests list by custom property values to quickly find what you need.
Go to Signatures and open the filter panel.
Select a custom property as a filter criterion:
For dropdown properties: select one or more values to match.
For text properties: type a search term.
Combine with other filters (status, date, sender) as needed.
Export with custom properties
When you export your signature requests, each custom property appears as a separate column in the exported file. Empty values are exported as blank cells.
FAQ
What's the difference between custom properties and labels?
Labels are flexible, freeform tags that anyone can create on the fly to organize their own requests. Custom properties are structured fields defined by an admin, with a fixed name, a specific type (text or dropdown), and optionally enforced as required. Use labels for informal, personal organization; use custom properties when your team needs consistent, shared data across all requests.
Who can create and manage custom properties?
Only admins and owners can create, edit, or delete custom properties in Organization Settings.
Can I use the same property name twice?
Yes, property names don't need to be unique. Using distinct, descriptive names is recommended to avoid confusion.
What happens if I'm in a workspace that doesn't have access to a property?
Properties restricted to specific workspaces appear only in those workspaces. If a property isn’t relevant, it won’t be shown.
Can I send a signature request if a required property is empty?
No. If a required custom property is missing, the request cannot be sent from the app. An error message will indicate which fields need to be filled.
What happens to my custom properties if my plan is downgraded below Pro?
You will no longer be able to create, edit, or delete custom properties. The custom properties section will be hidden during signature request preparation. However, values already recorded on past signature requests remain visible in the detail page, filters, and exports.