Link Custom Values to Text and Date Fields in Documents

By Sparkforge Support Team ·Last reviewed May 3, 2026

Link document text and date fields to contact custom values so signed documents push data straight into the contact record. Download all filled fields as CSV.

What's new

Linked text and date fields: Bind text and date fields in Documents and Contracts to contact custom values.
Flexible linking: Link to custom values on the contact or on the document itself.
Auto-updates on sign: When the recipient signs, linked fields write back to the matching record.
CSV export: Download a CSV of all filled fields from the dashboard.

How to use it

Link fields to custom values: Open the Documents and Contracts editor, create a document, and drag in a text or date field.
Add a recipient and link the field: Add a recipient, then click the link button on top of the text or date field. A single field can map to multiple custom values if needed.
Auto-update on signing: When the recipient signs, linked fields automatically update the contact or document record.
Download filled data: Go to the dashboard and download a CSV of every filled field.

Why it matters

Linked fields cut the manual data entry that follows every signed document. The CSV export gives you a clean view of the data you collected across signed documents without copying records by hand.

What's next

Support for Opportunity Custom Values is in progress. Today the linking works with contact custom values and document-level custom values.

Frequently Asked Questions

Which field types can I link?

Text and date fields. Linking is available on both new and existing documents in the Documents and Contracts editor.

Can one field write to more than one custom value?

Yes. A single text or date field can be linked to multiple custom values when you want the same input to populate several places.

When does the contact record update?

Linked fields write back automatically the moment the recipient signs the document.

Does this support Opportunity Custom Values?

Not yet. Today linking covers contact custom values and document-level values. Opportunity custom value support is on the roadmap.

How do I export the data I've collected?

From the Documents and Contracts dashboard, download a CSV that includes every filled field across your documents.