Edit a Record’s Documents and Properties (Metadata) – Ironclad

You can update a record’s metadata in Ironclad by:

adding or removing documents, and
adding, editing, and removing properties.

This helps ensure that records remain accurate and complete, whether you need to attach signed agreements, update contract details, or clean up outdated information.

Use Case

At Classics Inc., a contract manager needs to update a record for a supplier agreement. The original contract was archived without a signed amendment. To fix this, the manager navigates to the Dashboard and selects the record. From the Documents section, they click Add a Document and upload the signed amendment, toggling on This document contains signatures so it is classified as a signed agreement.

While reviewing the record, the manager also notices that the contract type property was mistakenly labeled as “NDA.” They select Edit, update the property to “Supplier Agreement,” and click Update Information to save the changes. Now the record reflects both the correct documents and metadata, ensuring clean reporting and compliance tracking for Classics Inc.

Permissions

Features	Dashboard, Repository
Permissions	Admin role OR Repository and Entities = View, edit, and create access to all Record types and Entity types (current and future)

Edit a Record’s Documents

When you add or remove documents from a record, it does not add or remove them for your document provider linked to Ironclad.

Click on the Dashboard tab, and select the record you want to edit. A preview pane displays on the right.
Click Open overview page indicated by a two arrows icon.
Click the signature packet tile located in the top right corner. The record displays within the Imports tab.
In the metadata pane of the right, scroll down to the Documents section. Click Add a Document.
If your document contains signatures, toggle on This document contains signatures. This classifies your document as a signed agreement.
If you want to remove an existing document, hover over the document then click Delete document indicated by a trash can icon.

Edit a Record’s Properties

Click on the Dashboard tab, and select the record you want to edit. A preview pane displays on the right.
Click Edit.
To add a property, click Add Property, and then choose a property category from the dropdown.
To edit a property, update the value of any property that has a field beneath it. If it does not have a field, it is not editable. Depending on the property’s type, the input may vary from a free text field to a drop down, and more. To learn more about property types, refer to Property Types in Workflow Designer.
To delete a property, locate the property you want to delete and click the trash icon next to it.
Click Update Information. The record is updated.