Contracts Manager™ | Step-by-step Guide: Custom Meta Data

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Contracts Manager™

Step-by-step Guide:Custom Meta Data

  A step-by-step guide to creating Custom Meta Data which will allow users to add organization specific information to contracts in personalized meta data fields.

Custom Meta Data

This feature will allow users to customize and add additional meta data fields. This setting can be found under “Set-up Tools”

Click on the “Add” button to create a Form that will allow you to add up to 30 customized Meta Data Fields. Please note that you can create only 1 form.

Users will be able to set a “Label” for the metadata field, select the type of data they would like to be displayed in that field and make it a mandatory field if necessary. In addition the user can choose if they would like the custom metadata field to be available in the document viewer and which sites can view them. 

To add more than one “Custom Meta Data” field click on the “+” icon located on the right hand side of the pop-up box.

Where can I input the “Custom Meta Data” once it has been set up?

Once the “Custom Meta Data” has been set up it will be viewable on the Metadata screens throughout the system. The user will be able to set the information within these screens.

Where can I view the “Custom Meta Data” if someone has filled in that information?

If a “Custom Meta Data” field has been filled out the users will be able to view this information in the Document Viewer.