--- title: Entering user defined document information description: test --- [Skip to content](https://help.cloudsign.jp/en/articles/1436759#main-content) - [English](https://help.cloudsign.jp/en/articles/1436759) - [日本語](https://help.cloudsign.jp/ja/articles/1436759) English Show submenu for translations [![クラウドサイン ヘルプセンター](https://help.cloudsign.jp/hs-fs/hubfs/%E3%82%AF%E3%83%A9%E3%82%A6%E3%83%89%E3%82%B5%E3%82%A4%E3%83%B3_logo_horizontal_white_RGB@4x-1.png?width=170&height=40&name=%E3%82%AF%E3%83%A9%E3%82%A6%E3%83%89%E3%82%B5%E3%82%A4%E3%83%B3_logo_horizontal_white_RGB@4x-1.png)](https://help.cloudsign.jp/en/?hsLang=en) Open main navigation Close main navigation - - [English](https://help.cloudsign.jp/en/articles/1436759) - [日本語](https://help.cloudsign.jp/ja/articles/1436759) English Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [CloudSign Help Center](https://help.cloudsign.jp/en?hsLang=en) 2. [Managing documents](https://help.cloudsign.jp/en/managing-documents?hsLang=en) 3. [Enter document information](https://help.cloudsign.jp/en/managing-documents?hsLang=en#enter-document-information) # Entering user defined document information `Paid Plan` The document information input function allows individual items to be created and entered in addition to the basic [document information](https://help.cloudsign.jp/en/articles/1436680?hsLang=en) provided by CloudSign.   This means special items that had previously been managed independently like “name of sales staff,” “name of client staff in charge,” “rates” and “payment cycles,” can now be specified in CloudSign and managed in the most suitable form for each company.   Note that independent items can only be specified by “[team administrators](https://help.cloudsign.jp/en/articles/2068169?hsLang=en).” --- ### Contents 1. [Setting method](https://help.cloudsign.jp/en/articles/1436759#N1) 2. [Make entering document information required when sending documents](https://help.cloudsign.jp/en/articles/1436759#N2) 3. [Searching method](https://help.cloudsign.jp/en/articles/1436759#N3) --- ### Setting method 1\. Click the “[Team settings](https://www.cloudsign.jp/team/advanced)” in the “[Manage Settings Screen](https://www.cloudsign.jp/profile).” [![設定方法\_1-3](https://help.cloudsign.jp/hs-fs/hubfs/%E8%A8%AD%E5%AE%9A%E6%96%B9%E6%B3%95_1-3.png?width=670&height=372&name=%E8%A8%AD%E5%AE%9A%E6%96%B9%E6%B3%95_1-3.png)](https://help.cloudsign.jp/hubfs/%E8%A8%AD%E5%AE%9A%E6%96%B9%E6%B3%95_1-3.png?hsLang=en) 2\. Click [Edit](https://www.cloudsign.jp/team/document/attr_options) in “User defined document information” section to open the edit screen. [![設定方法\_2-3](https://help.cloudsign.jp/hs-fs/hubfs/%E8%A8%AD%E5%AE%9A%E6%96%B9%E6%B3%95_2-3.png?width=670&height=651&name=%E8%A8%AD%E5%AE%9A%E6%96%B9%E6%B3%95_2-3.png)](https://help.cloudsign.jp/hubfs/%E8%A8%AD%E5%AE%9A%E6%96%B9%E6%B3%95_2-3.png?hsLang=en) 3\. In the edit screen, entering the item name, selecting “Make item optional” or “Make item required” and saving it will adds the item to document information visible to administrators and members. - Item name: within 20 characters (including single-byte, double-byte characters) - Input field: within 500 characters (including single-byte, double-byte characters) - Duplicate item names cannot be specified. [![設定方法\_3-1](https://help.cloudsign.jp/hs-fs/hubfs/%E8%A8%AD%E5%AE%9A%E6%96%B9%E6%B3%95_3-1.png?width=670&height=651&name=%E8%A8%AD%E5%AE%9A%E6%96%B9%E6%B3%95_3-1.png)](https://help.cloudsign.jp/hubfs/%E8%A8%AD%E5%AE%9A%E6%96%B9%E6%B3%95_3-1.png?hsLang=en) 4\. This completes the required settings. --- ### Make entering document information required when sending documents Select “Make item required” for document information items that need to be entered when sending documents. If “Make item required” is selected, you will not be able to save drafts or proceed to the next step if there are required items are left empty. [![送信時に書類情報入力を必須にする場合\_1](https://help.cloudsign.jp/hs-fs/hubfs/%E9%80%81%E4%BF%A1%E6%99%82%E3%81%AB%E6%9B%B8%E9%A1%9E%E6%83%85%E5%A0%B1%E5%85%A5%E5%8A%9B%E3%82%92%E5%BF%85%E9%A0%88%E3%81%AB%E3%81%99%E3%82%8B%E5%A0%B4%E5%90%88_1.png?width=670&height=729&name=%E9%80%81%E4%BF%A1%E6%99%82%E3%81%AB%E6%9B%B8%E9%A1%9E%E6%83%85%E5%A0%B1%E5%85%A5%E5%8A%9B%E3%82%92%E5%BF%85%E9%A0%88%E3%81%AB%E3%81%99%E3%82%8B%E5%A0%B4%E5%90%88_1.png)](https://help.cloudsign.jp/hubfs/%E9%80%81%E4%BF%A1%E6%99%82%E3%81%AB%E6%9B%B8%E9%A1%9E%E6%83%85%E5%A0%B1%E5%85%A5%E5%8A%9B%E3%82%92%E5%BF%85%E9%A0%88%E3%81%AB%E3%81%99%E3%82%8B%E5%A0%B4%E5%90%88_1.png?hsLang=en) #### Precautions After sending documents, user defined document information is shown as “Optional items” in the edit document information screen. Document information cannot be made required for documents sent using the following functions. - Bulk sending function - Send using API --- ### Searching method To search for these items, click the ▼ symbol and select “Add detailed conditions.” [![検索方法\_1](https://help.cloudsign.jp/hs-fs/hubfs/%E6%A4%9C%E7%B4%A2%E6%96%B9%E6%B3%95_1.png?width=670&height=372&name=%E6%A4%9C%E7%B4%A2%E6%96%B9%E6%B3%95_1.png)](https://help.cloudsign.jp/hubfs/%E6%A4%9C%E7%B4%A2%E6%96%B9%E6%B3%95_1.png?hsLang=en)   The user defined items you have added are shown, and can be used for searches. [![検索方法\_2](https://help.cloudsign.jp/hs-fs/hubfs/%E6%A4%9C%E7%B4%A2%E6%96%B9%E6%B3%95_2.png?width=670&height=465&name=%E6%A4%9C%E7%B4%A2%E6%96%B9%E6%B3%95_2.png)](https://help.cloudsign.jp/hubfs/%E6%A4%9C%E7%B4%A2%E6%96%B9%E6%B3%95_2.png?hsLang=en) Select “Do not use” for items that you no longer use. These items will also be deleted from member screens.   Beware that changing existing item names may affect the results of searches. See [here](https://help.cloudsign.jp/en/articles/1436764?hsLang=en) for more details. - [FAQ](https://help.cloudsign.jp/en/faq?hsLang=en#main-content) - [About CloudSign](https://help.cloudsign.jp/en/faq?hsLang=en#about-cloudsign) - [About documents](https://help.cloudsign.jp/en/faq?hsLang=en#about-documents) - [About operation](https://help.cloudsign.jp/en/faq?hsLang=en#about-operation) - [notification emails](https://help.cloudsign.jp/en/faq?hsLang=en#notification-emails) - [Plans](https://help.cloudsign.jp/en/plans?hsLang=en#main-content) - [Free plan](https://help.cloudsign.jp/en/plans?hsLang=en#free-plan) - [Paid Plan](https://help.cloudsign.jp/en/plans?hsLang=en#paid-plan) - [Free option](https://help.cloudsign.jp/en/plans?hsLang=en#free-option) - [Paid option](https://help.cloudsign.jp/en/plans?hsLang=en#paid-option) - [Collaboration plan](https://help.cloudsign.jp/en/plans?hsLang=en#collaboration-plan) - [Email address setting and login setting](https://help.cloudsign.jp/en/email-address-setting-and-login-setting?hsLang=en#main-content) - [login](https://help.cloudsign.jp/en/email-address-setting-and-login-setting?hsLang=en#login) - [Sending documents](https://help.cloudsign.jp/en/sending-documents?hsLang=en#main-content) - [Upload and edit documents](https://help.cloudsign.jp/en/sending-documents?hsLang=en#upload-and-edit-documents) - [Destination settings](https://help.cloudsign.jp/en/sending-documents?hsLang=en#destination-settings) - [Bulk sending](https://help.cloudsign.jp/en/sending-documents?hsLang=en#bulk-sending) - [Settings when sending](https://help.cloudsign.jp/en/sending-documents?hsLang=en#settings-when-sending) - [Operations after sending](https://help.cloudsign.jp/en/sending-documents?hsLang=en#operations-after-sending) - [Template](https://help.cloudsign.jp/en/sending-documents?hsLang=en#template) - [Receiving documents](https://help.cloudsign.jp/en/receiving-documents?hsLang=en#main-content) - [Recipient guide](https://help.cloudsign.jp/en/receiving-documents?hsLang=en#recipient-guide) - [Receiving docs](https://help.cloudsign.jp/en/receiving-documents?hsLang=en#receiving-docs) - [Managing documents](https://help.cloudsign.jp/en/managing-documents?hsLang=en#main-content) - [Document confirmation](https://help.cloudsign.jp/en/managing-documents?hsLang=en#document-confirmation) - [Enter document information](https://help.cloudsign.jp/en/managing-documents?hsLang=en#enter-document-information) - [Document import](https://help.cloudsign.jp/en/managing-documents?hsLang=en#document-import) - [Setting ・Administrator privilege](https://help.cloudsign.jp/en/setting-administrator-privilege?hsLang=en#main-content) - [Personal settings](https://help.cloudsign.jp/en/setting-administrator-privilege?hsLang=en#personal-settings) - [Administrator settings](https://help.cloudsign.jp/en/setting-administrator-privilege?hsLang=en#administrator-settings) - [Advanced settings](https://help.cloudsign.jp/en/setting-administrator-privilege?hsLang=en#advanced-settings) - [Electronic signature](https://help.cloudsign.jp/en/electronic-signature?hsLang=en) - [API・External service linkage](https://help.cloudsign.jp/en/api-external-service-linkage?hsLang=en#main-content) - [Web API](https://help.cloudsign.jp/en/api-external-service-linkage?hsLang=en#web-api) - [External collaboration](https://help.cloudsign.jp/en/api-external-service-linkage?hsLang=en#external-collaboration) - [CloudSign Payments](https://help.cloudsign.jp/en/api-external-service-linkage?hsLang=en#cloudsign-payments) - [Law](https://help.cloudsign.jp/en/api-external-service-linkage?hsLang=en#law) - [Security](https://help.cloudsign.jp/en/security?hsLang=en) - [Troubleshooting](https://help.cloudsign.jp/en/troubleshooting?hsLang=en#main-content) - [Login](https://help.cloudsign.jp/en/troubleshooting?hsLang=en#login) - [Email sending and receiving](https://help.cloudsign.jp/en/troubleshooting?hsLang=en#email-sending-and-receiving) - [Input items / consent related](https://help.cloudsign.jp/en/troubleshooting?hsLang=en#input-items-consent-related) - [PDF / signature related](https://help.cloudsign.jp/en/troubleshooting?hsLang=en#pdf-signature-related) - [Address settings and document information](https://help.cloudsign.jp/en/troubleshooting?hsLang=en#address-settings-and-document-information) - [Others](https://help.cloudsign.jp/en/troubleshooting?hsLang=en#others) [![クラウドサイン ヘルプセンター](https://help.cloudsign.jp/hs-fs/hubfs/%E3%82%AF%E3%83%A9%E3%82%A6%E3%83%89%E3%82%B5%E3%82%A4%E3%83%B3_logo_horizontal_color_RGB@4x.png?width=170&height=40&name=%E3%82%AF%E3%83%A9%E3%82%A6%E3%83%89%E3%82%B5%E3%82%A4%E3%83%B3_logo_horizontal_color_RGB@4x.png "クラウドサイン ヘルプセンター")](https://www.cloudsign.jp/) © 2015 Bengo4.com, Inc.