How to add metadata fields to your Clickthrough agreements

Learn how to add metadata fields to your Clickthrough agreements

Here’s how you can add metadata fields to your Clickthrough packet: Step 1: Begin by navigating to the "Manage" option located in the side panel. From there, select "Contract Metadata" within the contract attributes section.

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Step 2: Find the Clickthrough packet you want to add the Metadata Field by either using the search bar or identifying it in the list of created Clickthrough packets. Once you've located it, click on the packet to continue.

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Once the Contract Metadata section of the Clickthrough page opens, users cannot edit or change details of the “Lifecycle” and “General” sections as these are predefined fields. Please click on “+ New Section” to proceed.

Step 3: If you wish to add Metadata Fields to a new section, click on "+New Section" located on the right-hand side of your screen. Once the "Add new section" modal appears, provide a name for the section and click "Save" to create a new view.

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Step 4: In the Contract Metadata section, you can start adding your Metadata Fields. Click on "+ Add New Field " to insert them into the same section. Name the Field and select the type of key pointer that you want to add.

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The Field name specified in the Metadata should match the one used during the embedding of the clickthrough. As you add a Metadata Field, you have the flexibility to choose from various formats, including:

  • Currency
  • Date
  • Dropdown
  • Duration
  • MultiDropdown
  • Number
  • Phone Number
  • String
  • Paragraph
  • Checkbox

Select the desired format from the "Type" column within the "Add Key Pointer" pop-up to seamlessly customize your Metadata Field type.

 
 
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Last updated on October 17, 2023