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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).