How to add metadata to a contract

One way of sorting and finding contracts quickly is to add metadata to them, such as start and end date, value, time of notice etc. Contracts created in Precisely using automated templates already include some metadata points, but it's also possible to easily add or remove data items to any contract on your own. Simply follow these steps:

  1. Click Archive in the top menu,
  2. Click any imported or signed contract. You can see the status of each contract to the far right in the list of all contracts,
  3. In the contract’s overview, simply add the metadata by filling out the metadata boxes. Then, click the blue Save button. 

Pro tip:

You can also create fully customizable reminders in the same overview. Precisely’s smart reminders can alert you on important milestones regarding your contract — never miss a deadline again. Set up reminders for any event in the contract lifecycle and automatically receive alerts via email. The reminders will also appear in your dashboard — always know when to renegotiate, renew or terminate contracts in time.

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