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  • User Guide
  • Signing
    • Sign from the email invitation link
    • Sign as a signed-in user
    • Decline to sign
    • Sign several signing requests with a single authentication
  • Managing signing requests
    • Creating signature requests using templates
    • Create signature request
    • Contractor's liability information check
    • Add a signature mark at the bottom of each document page
    • Define signing order
    • Alternative signature levels
    • Ultralight signature level
    • Edit signature request
    • What to do when the email invitation is not received?
    • Set signature request on hold
    • Cancel signature request
    • Reopen signature request
    • Set signature request complete
    • Verify the authenticity of signatures
  • Utilise prewritten texts
  • Voting
    • Introduction to electronic voting
    • Create a poll
    • Vote as a logged in user
    • Vote from the email invitation link
    • Send a voting link to voter
    • Import voter information from a file
    • Cancel poll
  • Managing tasks
    • Task management
  • Data retention and deletion
    • Data retention and deletion
  • Delete content on the organisation account
  • Inserting and searching meta data
    • Use of tags
    • Enter or edit metadata
    • Search using metadata
    • Display metadata columns in the files view
  • Managing meta data
    • Metadata overview
    • Metadata administration
    • Add metadata fields
    • Add metadata templates
    • Add date-type metadata
    • Add person-type metadata
    • Add number-type metadata
    • Add a language version to the metadata
  • Managing documents
    • Share a file
    • View and process files
    • Read files in the files preview
    • Search files
    • Mark a file as archived
    • Rename a file
    • Change the order of files
  • Managing groups
    • Create a group
    • Remove members from a group
    • Leave a group
    • Close a group
    • Mute a group
    • Edit the Groups list in the side bar
    • Copy group address
  • Share content and permissions organisation-wide
  • Signing up for SignSpace
    • Try SignSpace for free
    • Create personal account
    • Register your organisation
    • Register with organisation invitation
    • Join existing organisation account
  • Managing your organisation account
    • Manage organisation information
    • Authorise access to organisation account information
    • Add members to your organisation
    • Edit your organisation's logo
    • How to enable Single Sign-On (SSO)
    • How to set up an Entra ID Enterprise App for SignSpace SSO
  • Setting up SharePoint integration
  • Personal settings
    • Out-of-office message
    • Edit your personal settings
    • Verify your identity
    • Customise email notifications
  • Forms
    • Forms functionality
  • Use forms to enable electronic signing of test drive permits
  • INTEGRATIONS
    • SignSpace Easy integration
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  1. Inserting and searching meta data

Enter or edit metadata

PreviousUse of tagsNextSearch using metadata

Last updated 6 days ago

Metadata can be filled in when a new signing request is created / edited or later in the file preview. Metadata can be written by space owners, metadata administrators, and trusted admins. Other users defined in the selected metadata template have read-only access.

Select a template from the list to add metadata.

Fill in the required fields marked with * and other fields as needed.