Can I add new metadata fields?

← General Information
Yes! If you feel that there is something critical missing from our current set of metadata fields, you can create your own fields to track the information specific to your organization.

The created custom fields can be used in the search filters, we create automatically folders for them, and they are visible in the Virtual Data Rooms. You can create different types of fields (text, date, number, multiselect or radio button) and choose the categories they are used in. 

This premium feature can be purchased and taken into use in our in-app Store.
  1. Visit the in-app Store for additional information and pricing (please note that you need to be an administrator).
  2. Contact us via email (support(at)contractzen.com) and let us know you are interested. We will give you a demo if you wish.
  3. After we have enabled the feature for you, click your profile picture in the upper right corner and choose Account.
  4. Choose Manage Custom Fields.
  5. Create 1-3 new fields and select their settings.
  6. The fields are instantly visible and usable in the selected categories.



General Information

  1. What makes ContractZen so unique and awesome?
  2. What does metadata-driven service actually mean and how does it help you?
  3. Do you offer Full Text Search/OCR?
  4. Do you offer a free eSigning solution?
  5. Can I add new metadata fields?
  6. Supported browsers
  7. Who is ContractZen designed for?
  8. How do I register for the ContractZen service?
  9. What types of files can I upload to ContractZen?
  10. Do you have collaboration and workflow tools?
  11. How many different types of users can you create in your solution (e.g., administrator, read-only, etc.)?
  12. Is it possible to import our current database to ContractZen from excel or csv file?
  13. How to organize Contract Management in my organization with ContractZen?
  14. How to manage and share group company information? (Company Register)
  15. Is it possible to move documents between different categories (for example, from Contracts to HR)?
  16. What payment options does ContractZen offer?
  17. How to purchase ContractZen from Microsoft?
  18. How to install ContractZen's Teams app?

Feedback and Knowledge Base

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