Custom fields store agency specific policy details that the standard form does not cover. Agency admins define them, then agents fill them on the policy.
Set up the field
An agency admin opens Agency Settings and adds the field with the right label and input type.
Complete it on the policy
Open the member's policy, find Custom fields, enter the value, and save. Required fields must be complete before the form can finish.
Use it in the book
Open Policies and add configured custom fields as columns when you need to scan the book.