> ## 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.

# Custom and System Fields

> Understand, create, and manage metadata fields for your documents in Chamelio

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](https://app.chamelio.ai/settings)).

## Field Types

| Type        | Icon | Description                              | Examples                                  |
| ----------- | ---- | ---------------------------------------- | ----------------------------------------- |
| **List**    | ≡    | Multi-value categorization               | Document Type, Department, Services       |
| **Text**    | T    | Free-form text                           | Contract Term, Jurisdiction, Owner        |
| **Date**    | 📅   | Dates and deadlines                      | End Date, Effective Date, Execution Date  |
| **Number**  | #    | Numeric values                           | Contract Value, Exit Notice Period        |
| **Boolean** | ◆    | Yes/No states                            | Auto Renewal, Termination for Convenience |
| **Clause**  | ○    | Extracts full clause text from contracts | Limitation of Liability, Governing Law    |

## 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)

## Creating a Custom Field

<Steps>
  <Step title="Go to Settings > Fields">
    Navigate to the Fields section in your admin settings.
  </Step>

  <Step title="Click Add Field">
    Click the **"Add Field"** button.
  </Step>

  <Step title="Enter field details">
    Provide a name and optional description for the field.
  </Step>

  <Step title="Select the field type">
    Choose from: List, Clause, Text, Date, Number, or Boolean.
  </Step>

  <Step title="Choose the scope">
    Select Global for organization-wide availability, or scope it to a specific document type or collection.
  </Step>

  <Step title="Enable Smart Extraction (optional)">
    Toggle on Smart Extraction to have Chamelio AI automatically populate the field from document text.
  </Step>

  <Step title="Save">
    Click **Save**. The field is immediately available in its configured scope.
  </Step>
</Steps>

## 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

<Info>
  Smart Extraction works best for well-defined fields with consistent terminology in your contracts (e.g., dates, parties, specific clauses).
</Info>