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Additional document properties in the document area

You have the possibility to maintain further properties for documents and to create additional columns in the view.

Via Details in the context menu of a selected document you can view and edit the metadata.

The metadata displayed here is based on the assigned columns at the content type of the document and can be edited by the user. Only fields that are exclusively attached to the content types document can be displayed and edited.

Therefore, the file name, document type and content type are excluded. In addition, no fields of the contract file can be displayed and edited in the mask, because they are always inherited from the file and thus overwritten.

Configuring additional display fields within the document list

Additionally, you have the possibility to configure further display fields within the document list. This allows you to view important details directly in the document list.

To add these display fields, it is necessary to set up the following within the contract management configuration in the Contract types subitem:

Example configuration for additional display fields in the document list

[
    {
        "applyToContractTypeTermIds": [
            "6a2fbb47-56b3-4649-86aa-c182b9b0863c"
        ],
        "documentDetails": {
            "additionalFields": [
                {
                    "name": "internalFieldName_1"
                },
                {
                    "name": "internalFieldName_2"
                }
            ]
        }
    }
]

Please refer to the chapter Creating document types.