How to add metadata to a contract

One way of sorting and finding contracts quickly is to add metadata to the contract, such as start and end date, value, time of notice etc. Contracts created through custom templates already include some metadata points, but it is (of course) possible to easily add or remove data items to any contract as well. Just follow these simple steps:

  1. Click on All contracts in the top menu
  2. Click on any imported or signed contract. You can see the status of each contract to the far right in the list of all contracts
  3. When you’ve clicked a contract you’ll find yourself in the contract’s overview. Simply add the metadata by filling out the forms

Pro tip:

In the same overview as the metadata, you can also enter fully customizable reminders. Precisely’s smart reminders allow you to get alerts about important milestones regarding your contract. Never miss a deadline again. Set up reminders for any event in the contract lifecycle – and receive alerts via email. The reminders will also appear in your dashboard. Always know when to renegotiate, renew or terminate the contract in time.

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