Any user can create a custom field, but only a user with administrative privileges can create, share, and manage custom fields.

Creating a custom field

1. Create an envelope by adding documents, recipient, and additional customizations.
   
2. Click Custom fields from the right pane in the document viewer window.
3. Enter the custom field name, select the field type, validation, and formatting options, if needed.
1. Select shared with Organization if you wish other users in your organization to use this custom field. 
4. Once all the properties have been set, click Save.
5. You can find the list of all custom created fields under Custom fields
   

Editing or deleting a custom field

1. In the document viewer window, click Custom fields from the right pane.
2. Select the pencil icon next to the desired field to edit/delete it.
   

Managing custom fields in bulk

1. From your Zoho Sign dashboard, hover on Settings and click Account Settings. 
2. Click Custom Fields to view and manage the custom fields.