TermSheet now includes a set of powerful field settings that help Admins control how fields behave across your organization. Below is a breakdown of each setting and common questions we’ve received.
Field Settings can be enabled in Bulk using the checkboxes or individually using the three dot icon to the right of the field.
🔐 Lock Fields Option
What does it do?
Prevents users from editing or adding values to a specific field.
Why use it?
Use this when a field contains critical or standardized data that shouldn’t be changed by end users.
👁️ Hide Value Option
What does it do?
Hides the contents of a field from users. They’ll still see the field name but not the values.
Why use it?
Helpful for sensitive information (e.g., internal notes, restricted financial data) that shouldn’t be visible to all users.
📤 Excel Pull Option
What does it do?
Prevents a field from being pulled into the Excel file when users use the TermSheet Excel Add-In.
Why use it?
Use this to keep internal-use fields or sensitive data from being pulled into external documents.
📥 Excel Push Option
What does it do?
Prevents users from writing values into this field via the TermSheet Excel Add-In.
Why use it?
Prevents accidental overwriting of data or enforces that certain fields must be updated only within TermSheet.
🔁 Enable Inheritance
What does it do?
Automatically pulls field values from a parent or portfolio deal into a child deal.
Why use it?
Great for reducing manual data entry when multiple deals share a common data set (e.g., across a portfolio).
⛔ Disable Inheritance
What does it do?
Stops inheritance behavior and allows the field to be set manually in child deals.
Why use it?
Useful when a specific child deal needs to override or diverge from the parent’s data.
🕒 Enable Audit Log
What does it do?
Adds a clock icon to the field, showing a full history of changes—who changed what and when.
Why use it?
Improves transparency, compliance, and accountability across your team.
🚫 Disable Audit Log
What does it do?
Removes change-tracking from the field.
Why use it?
For fields where tracking history isn’t needed or could add noise.
📦 Archive Field
What does it do?
Removes the field from all layouts, views, and reports without deleting the data.
Why use it?
Helpful for cleaning up unused or deprecated fields while retaining the ability to restore them later.
♻️ Unarchive Field
What does it do?
Restores a previously archived field back to the system, making it visible and usable again.
Why use it?
Quickly reintroduce a field without rebuilding it from scratch.