> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.idenfy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Field Management

> Configure required and optional data fields for individual and company verification forms in the iDenfy dashboard field management.

Whether you are onboarding an **Individual** or a **Company**, the system uses the same logic to collect data. The only difference is the specific data points available in the "Standard" categories.

### 1. Default Fields (Always Included)

These fields are mandatory to ensure the entity can be identified in the system.

| Entity Type | Default Fields                             |
| ----------- | ------------------------------------------ |
| Individual  | Name, Surname                              |
| Company     | Company Name, Registration Number, Country |

### 2. Adding Standard Fields

If you need more than just the basics, you can pull from our pre-defined library of data points.

1. Click the **+ Fields** button.
2. A popup will appear. Browse the categories (e.g., *Personal Info* for individuals or *Business Identification* for companies).
3. **Check the boxes** for the data points you require (e.g., Date of Birth, VAT, or City).
4. Click **Add Fields** to save your selection.

### 3. Creating Custom Fields

Need something hyper-specific that isn't in our list? You can build it yourself.

* **Location:** Scroll to the bottom of the **+ Fields** popup to **Create custom fields**.
* **Configuration:** Once added, you can define:
* **Label:** The name of the field (e.g., "Internal Reference ID").
* **Type:** Select between Text or Number.
* **Required:** Toggle whether the client *must* fill this out to proceed.

**Company Fields:**

<img src="https://mintcdn.com/idenfy/gSXWDbm-c1gyAm0W/images/guides/field-management-individuals-companies--image-20260126-141507.png?fit=max&auto=format&n=gSXWDbm-c1gyAm0W&q=85&s=26095d4e06372fe8854bf6df4d988da5" alt="image-20260126-141507.png" width="428" height="765" data-path="images/guides/field-management-individuals-companies--image-20260126-141507.png" />

***

**Individual Fields:**

<img src="https://mintcdn.com/idenfy/gSXWDbm-c1gyAm0W/images/guides/field-management-individuals-companies--image-20260126-150834.png?fit=max&auto=format&n=gSXWDbm-c1gyAm0W&q=85&s=2161cc585b987be74f46126c7b908760" alt="image-20260126-150834.png" width="415" height="857" data-path="images/guides/field-management-individuals-companies--image-20260126-150834.png" />

***

### Comparison of Optional Categories

While the process is the same, the categories adapt to the entity type:

| Category Type | Individual Options                            | Company Options                   |
| ------------- | --------------------------------------------- | --------------------------------- |
| Contact       | Email, Phone                                  | Email, Phone, Website             |
| Location      | Residential Address, Nationality, Citizenship | Operating Address, Postcode, City |
| Legal/ID      | Passport No., PEP Status, TIN                 | TIN, Activity Code, Brand Names   |

***

## Reordering Fields

You can change the order in which fields appear to the client by clicking and holding the **Drag Handle (::)** on the left side of any field row and moving it up or down.

<img src="https://mintcdn.com/idenfy/gSXWDbm-c1gyAm0W/images/guides/field-management-individuals-companies--image-20260129-083622.png?fit=max&auto=format&n=gSXWDbm-c1gyAm0W&q=85&s=38d7ae107bda1839072c067037869d85" alt="image-20260129-083622.png" width="694" height="692" data-path="images/guides/field-management-individuals-companies--image-20260129-083622.png" />
