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Documentation Index

Fetch the complete documentation index at: https://docs.chamelio.ai/llms.txt

Use this file to discover all available pages before exploring further.

Fields define the metadata and attributes extracted from documents, assigned to records, or used to categorize contracts. Chamelio comes with a set of system fields and allows you to create custom fields tailored to your organization. Access fields at Settings > Fields (app.chamelio.ai/settings).

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Field Types

TypeIconDescriptionExamples
List≡Multi-value categorizationDocument Type, Department, Services
TextTFree-form textContract Term, Jurisdiction, Owner
Date📅Dates and deadlinesEnd Date, Effective Date, Execution Date
Number#Numeric valuesContract Value, Exit Notice Period
Boolean◆Yes/No statesAuto Renewal, Termination for Convenience
Clause○Extracts full clause text from contractsLimitation of Liability, Governing Law

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Field Scopes

Fields can be scoped to control where they appear:
  • Global — Available across your entire organization and all collections (e.g., Document Type, End Date, Language)
  • Core — System-defined fields supporting core contract management functionality
  • Collection — Available only within a specific collection (e.g., a “Services” field for the Sales collection)
  • Document Type — Scoped to a specific contract type (e.g., a field only on Vendor Agreements)

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Creating a Custom Field

1

Go to Settings > Fields

Navigate to the Fields section in your admin settings.
2

Click Add Field

Click the “Add Field” button.
3

Enter field details

Provide a name and optional description for the field.
4

Select the field type

Choose from: List, Clause, Text, Date, Number, or Boolean.
5

Choose the scope

Select Global for organization-wide availability, or scope it to a specific document type or collection.
6

Enable Smart Extraction (optional)

Toggle on Smart Extraction to have Chamelio AI automatically populate the field from document text.
7

Save

Click Save. The field is immediately available in its configured scope.

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Smart Extraction

Fields with Smart Extraction enabled use Chamelio AI to automatically extract values from document text. This:
  • Reduces manual data entry
  • Improves consistency across documents
  • Keeps metadata up to date as contracts are uploaded
Smart Extraction works best for well-defined fields with consistent terminology in your contracts (e.g., dates, parties, specific clauses).