Adding and Editing Metadata Fields to Contracts

Learn how to add and edit metadata fields manually to your contracts.

Metadata fields are essential for organizing and managing contract information effectively. Here's a guide on how to add and edit them within your SpotDraft repository:

Adding Metadata fields manually to your contracts

To manually add metadata fields, follow these steps:

Step 1: In your SpotDraft repository, access the ”Manage” folder from the left navigation bar.

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Step 2: Select ”Contract Metadata” from the available options.

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Step 3: Choose the specific contract type where you want to add metadata fields.

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Step 4: Choose between "General" or "Lifecycle," then click "+ Add New Field" at the bottom.

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Step 5: Fill in the required fields like Field name, type, and description. Click “Save” when done.

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Step 6: Your new metadata field will be visible under the respective contract type.

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Editing existing metadata field in a contract

To edit metadata fields, follow these steps:

Step 1: Go to the "Manage" folder on your SpotDraft repository.

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Step 2: Choose "Contract Metadata" from the list.

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Step 3: Select the contract type you wish to edit metadata fields for.

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Step 4: Hover over the field to be edited, and click the pencil icon that appears.

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Step 5: Make the necessary edits and save the field.

 
 
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Last updated on December 28, 2023