You can create your Custom Fields in Account Settings > Firm Defaults > Custom Fields. We would recommend referring to the article below:

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.

You can also search tags in the Search bar.

You can then drag and drop the field wherever you need to apply it in the case.

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.

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

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