Edit Metadata

This topic will walk you through how to edit metadata. This includes how to edit metadata for both in progress and fully executed agreements.

Edit an In-Progress Workflow’s Metadata During the Review and Change Step

1. If you want to edit a workflow’s metadata after it has been launched, click Edit Info during the Review and Change step.
2. Any change you make is tracked in your Activity Feed in a collapsible section. Click View Edited Information in any section to view your change.

Edit an In-Progress Workflow’s Metadata During the Archive Step

Required Role: Archiver

1. If you want to edit a workflow’s metadata right before you complete the workflow, click Edit during the Archive step.
2. Any change you make is tracked in your Activity Feed in a collapsible section. Click View Edited Information in any section to view your change.

Edit a Fully Executed Agreement’s Metadata

You only have access to records with a record type that you have been granted access to. To request access, speak with your company’s system administrator.

1. Click on the Repository tab, and select the record you want to edit. A preview pane displays on the right.
2. Click Edit.
3. Click Add Property, and then choose a property category from the dropdown.
4. Click Save.

Edit a Workflow Record’s Documents in the Repository

When you add or remove documents from a record, it does not add or remove them for your document provider linked to Ironclad. If you want to learn more about the Repository, check out the Repository and Search Overview.

1. Click on the Repository tab, and select the record you want to edit. A preview pane displays on the right.
2. Click Edit.
3. Under the Documents section, click Add a Document.
4. If your document contains signatures, click This document contains signatures. This classifies your document as a signed agreement.
5. If you want to remove an existing document, hover over the document then click Delete Document indicated by a trash can icon.