This release introduces meaningful improvements to Custom Attributes, giving administrators greater control over the data employees provide during signature workflows. We have significantly expanded this feature to make it easier to collect consistent, structured information across your organization.
Improved
Custom Attributes now support option lists and expanded field types
This release introduces meaningful improvements to Custom Attributes, giving administrators greater control over the data employees provide during signature workflows. We have significantly expanded this feature to make it easier to collect consistent, structured information across your organization.
Administrators can now define predefined option lists for any attribute. This allows employees to select a value from a controlled dropdown menu rather than manually entering free text. This removes inconsistencies caused by varied spelling, formatting, or terminology—making your data immediately usable for reporting, filtering, and downstream integrations.
Four field types are now available when configuring a Custom Attribute:
Field Type | Description | Best used for |
Image | Allows the employee to upload an image file | Profile photos, team logos, ID scans |
Text | Single-line free text input | Job title, employee ID, office location |
Text Area | Multi-line free text input | Certifications, bio, address details |
Dropdown List | list of selectable options | Department, region, contract type |
As an admin, you configure these predefined option lists at the attribute level. Once set, employees will see the dropdown options during the User Data Collection step of their signature workflow. Because no free text entry is permitted for dropdown fields, you can ensure all responses strictly conform to your approved list.
How to configure: To create or update a Custom Attribute with a predefined option list:
Navigate to Settings → Custom Attributes.
Select an existing attribute or create a new one.
Choose Dropdown List as the field type and add your predefined options.
Note: Existing Custom Attributes configured as free text fields are not affected by this update. You can optionally migrate any existing text attribute to a dropdown at any time by editing it in Settings.