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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. Managing meta data

Metadata overview

PreviousDisplay metadata columns in the files viewNextMetadata administration

Last updated 4 months ago

The SignSpace metadata features make contract management easier and more structured. The needed information is available to the people who need it and is easy to find. Information can be organised to meet the organisation specific data management requirements. The predefined data structures can be utilised to build automated processes, such as sharing of content, automated notifications when the contracts are due for renewal and fully automated archiving.

Predefined metadata structures allow users to add metadata when they create signing requests or share files. In order for users to add metadata, structures must be first specified.

Metadata are used to collect the required metadata from users. Metadata determine what data is collected.

templates
fields