Introduction
Managing contracts at scale isn’t just about where the documents are stored—it’s about what you know about them. BoloSign’s metadata editing feature lets you add structured data to every contract you upload, making it easy to sort, search, and stay organized without opening each file.
By adding tags like contract type, counterparty name, renewal date, and owner, you turn each document into a smart record that powers search, reporting, and automation.
How Metadata Works in BoloSign
When uploading or editing a document, you’ll see metadata fields like:
Contract Type (e.g. NDA, MSA, Agreement)
Counterparty Name
Effective Date
Renewal Date
Owner or Department
Status (Draft, Executed, Under Review)
You can fill out or update these fields anytime, giving your team full control over how documents are labeled and tracked.
Why It Matters
Think of metadata as labels on a drawer. The more detailed your labels, the faster you find what you need. With BoloSign, this labeling is seamlessly integrated into your contract process, making your entire document system smarter without adding complexity.
Use Case Example
Say your HR team uploads a contract for a freelance consultant. They tag it as:
Contract Type: Freelance Agreement
Owner: HR
Status: Under Review
Renewal Date: 3 months from now
Here's what they'll be able to do:
Set automated reminders before the contract expires
Find all similar contracts later
Track where the document stands in the approval process
1. Click on Documents
2. Click on Uploaded Files
3. Click on Add Files
4. Click on Browse File
5. Select a desiredfile from your system by clicking the upload menu
6. Wait until AI analyzes your file
7. Click on the actions icon of the desired file
8. Click on Edit File
9. Fill/select the desired values from each filter.
10. Finally, save all your changes
Please view this article to know how to use the Overview and Filter feature to create views based on Meta tags: https://help.boloforms.com/en/articles/11838089-how-to-filter-and-save-custom-contract-views-with-bolosign-overview
FAQS:
1. What is metadata in BoloSign?
Metadata is structured information you can add to a contract—like contract type, counterparty name, status, renewal date, and owner—to make documents easier to organize and search.
2. How do I add or edit metadata for a contract?
When you upload a contract or open it for editing, you’ll see fields for metadata. Just fill in the details, hit save, and your contract is instantly tagged.
3. Can I update metadata later?
Yes. You can edit or update metadata at any time by opening the document and modifying the relevant fields.
4. Why should I use metadata?
Metadata helps you find contracts faster, sort them by category or status, and unlock automation features like reminders and filters in the Overview section.
Conclusion
Adding metadata is like future-proofing your contract workflows. It gives structure to your documents, makes searching effortless, and allows the whole team to work faster and stay aligned, without the chaos of digging through folders.