# Link Custom Values to Text and Date fields: Documents and Contracts

> What’s New? Linked Text and Date Fields: We have added the ability to link text and date fields to contact custom values in Documents and Contracts…

- Source: https://docs.ghlcustomercare.com/docs/documents-and-contracts/documents-and-contracts-2/link-custom-values-to-text-and-date-fields-documents-and-contracts
- Section: Documents & Contracts / Documents and Contracts
- Reading time: 1 min
- Images: 3, each explained below
- Modified on Thu, 3 Jul, 2025 at 7:46 PM

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## What’s New?

-   **Linked Text and Date Fields:** We have added the ability to link text and date fields to contact custom values in Documents and Contracts.
-   **Flexible Linking:** Users can now link fields in a document to custom values, either for contacts or for the document itself.
-   **Automatic Updates:** Once a document is signed, the linked fields are automatically updated in the contact or document records.
-   **CSV Download:** Users can download a CSV of all the filled fields from the dashboard for easier tracking and data management.

## How to Use

1.  **Link Fields to Custom Values:**
    
    -   In the **Documents and** **Contracts** section, open the editor and create a new document and drag a text or date field wherever needed.
2.  **Add a Recipient and Link Fields:**
    
    -   Add a recipient, and select the link button on top of text and date fields.
    -   Link a single field to multiple custom values if needed.
        
        
![Step 2 of 2: Link a single field to multiple custom values if needed](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155035132379/original/7OdiSIB72acguIpPpirraczLFYwIFuCOSg.jpeg)

**Step 2 of 2: Link a single field to multiple custom values if needed**

This screenshot accompanies step 2 of 2 in the "How to Use" section of "Link Custom Values to Text and Date fields: Documents and Contracts". At this point in the walkthrough you link a single field to multiple custom values if needed. This part of the guide covers 3 fields, listed below.
- What this covers: Link a single field to multiple custom values if needed.
- Fields: Link Fields to Custom Values:, Automatic Updates Upon Signing:, Download Filled Fields Data:
- Controls: Documents and, Contracts

Full procedure:

1. Add a recipient, and select the link button on top of text and date fields.
2. Link a single field to multiple custom values if needed.  <- this image

        
        
![Step 2 of 2: Link a single field to multiple custom values if needed](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155035132400/original/iiTQSuWMQkifww3-yeNVmSEEsHEXNn3VTQ.png)

**Step 2 of 2: Link a single field to multiple custom values if needed**

This screenshot accompanies step 2 of 2 in the "How to Use" section of "Link Custom Values to Text and Date fields: Documents and Contracts". At this point in the walkthrough you link a single field to multiple custom values if needed. This part of the guide covers 3 fields, listed below.
- What this covers: Link a single field to multiple custom values if needed.
- Fields: Link Fields to Custom Values:, Automatic Updates Upon Signing:, Download Filled Fields Data:
- Controls: Documents and, Contracts

Full procedure:

1. Add a recipient, and select the link button on top of text and date fields.
2. Link a single field to multiple custom values if needed.  <- this image

        
        
![Step 2 of 2: Link a single field to multiple custom values if needed](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155035132405/original/fY_EghSq-U8Wc75OzAOCCNdGRrpNgbOXlA.png)

**Step 2 of 2: Link a single field to multiple custom values if needed**

This screenshot accompanies step 2 of 2 in the "How to Use" section of "Link Custom Values to Text and Date fields: Documents and Contracts". At this point in the walkthrough you link a single field to multiple custom values if needed. This part of the guide covers 3 fields, listed below.
- What this covers: Link a single field to multiple custom values if needed.
- Fields: Link Fields to Custom Values:, Automatic Updates Upon Signing:, Download Filled Fields Data:
- Controls: Documents and, Contracts

Full procedure:

1. Add a recipient, and select the link button on top of text and date fields.
2. Link a single field to multiple custom values if needed.  <- this image

        
3.  **Automatic Updates Upon Signing:**
    
    -   Once the recipient signs the document, the linked fields will automatically update in the corresponding record (contact or document).
4.  **Download Filled Fields Data:**
    
    -   To view all the filled fields in a document, simply go to the dashboard and download a CSV with the relevant data.

## Why We Built It

-   **Reduced Manual Updates:** Linking text and date fields to custom values reduces the need for manual updates after documents are signed, allowing for automated data syncing to contacts.
-   **Convenient Data Management:** The option to download a CSV gives users a convenient way to manage and analyze data from filled fields, streamlining their document processes.

## What’s Next?

-   **Support for Opportunity Custom Values:** We are working on extending support to include opportunity custom values.

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Documentation for GHL Customer Care. Support: support@ghlcustomercare.com