You can create your Custom Fields in Account Settings > Firm Defaults > Custom Fields. We would recommend referring to the article below:
https://help.nextchapterbk.com/en/articles/5686370-how-to-create-custom-fields
All firm created custom tags can be used as Merge Tags when creating or editing a document in the Doc Creator tab, you will see firm created custom tags in blue and general case specific tags in grey.
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.
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.