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How to add custom terms to a contract

This guide walks you through how to edit contract terms, attach files, and configure internal-only fields such as job owners or budgets.

Kim Mansfield Thomas avatar
Written by Kim Mansfield Thomas
Updated over a month ago

Who is this for?

This feature is available to all clients managing hires through Worksome. It's especially helpful for teams that require custom documentation, invoice adjustments, or internal contract tracking.


What you can do

Worksome allows you to tailor each contract by:

  • Adding supplemental documents alongside the Worksome Agreement

  • Editing contract fields, including invoice text and custom text

  • Managing internal-only information, such as job owners, budgets, and custom fields

All of these can be done directly from the Hire page.


Step-by-step guide

1. Edit contract details

To begin editing a contract:

  • Go to the Hire page

  • Click Manage > Edit contract details

📌 If the contract is already active, editing will trigger a re-signing process for the worker to agree to the new terms.

You’ll see the contract drawer open on the right-hand side. From here, you can:

  • Edit fields marked with ‘Edit’

  • Add Advanced fields (e.g. invoice text, billing person)

  • Attach supplemental documents


2. Add Advanced Fields

To add an advanced field:

  • Open the contract drawer

  • Choose from available field types:

  • Custom Text

  • Custom Invoice Text

  • Billing Person

  • Add Files

    • To Add Files, you will need to scroll down to the Submit Documents section

    • Click Add more Files to upload new files

💡 Pro tip: You can configure your settings to automatically include certain documents with every contract.


4. Modify Internal Fields

Internal fields help you track internal data and are not visible to the worker. These may include:

  • Job Owners

  • Internal Budget

  • Custom internal fields

To update these:

  • From the Hire page, go to the Internal Fields section

  • Click Manage

  • Edit the fields as needed

  • Hit Save when you're done

Once you have pressed that, you will be able to edit the fields.


Things to keep in mind

  • Editing active contracts requires the worker to re-sign the agreement

  • Internal fields are for internal tracking only and will not be shown to freelancers

  • You can return to these settings at any time to make updates


Need help?

If you need assistance editing a contract or managing internal fields, reach out to our support team via chat or email us at hello@worksome.com. We’re happy to help!

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