You can create your Custom Fields in Account Settings > Firm Defaults > Custom Fields. We would recommend referring to the article below:
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​https://help.nextchapterbk.com/en/articles/5686370-how-to-create-custom-fields

When you are ready to create or edit a document in the Doc Creator tab, you will see these custom tags that have been created in blue on the lefthand side.
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You can search tags in the Search bar, or you can quickly create a new custom field here by clicking +Add Tag.

Don't forget to Save your template in the top-right corner. You can also click Preview to view the PDF version of the case with the custom fields included.
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Once you have created your templates with custom fields, you can begin using these templates in your cases.

Just make sure you enter/save the data in your cases, then generate your document in Additional Documents > Doc Creator. Select your template from the dropdown and click Create Template.

Once your document is generated, you can see how the custom fields merge your data!

***Keywords: Doc Creator, edit doc creator, doc creator settings, custom tags.