Assign data and metadata fields to collaborators

You can assign data fields to specific collaborators who must provide contract data without giving them permission to edit the rest of the document.

• In the Creation step of your contract drafting flow, click on the data field you wish to assign directly in the editor.

  

• Click Assign to and choose a signee or collaborator you have added to the draft.

• Find the user by name or email; or Add them by email:

• Alternatively, you can assign data fields from the sidebar by clicking Assign to next to the relevant field in the list.

• If you are assigning fields to a signee, you can manage this from the parties and signees sidebar in a single, unified modal, ensuring each signee is assigned to the data fields they need to fill in.

• Adding a collaborator who does not already have access to the contract draft will automatically share the draft with them and grant them "Fill document" permissions.

When figuring out how to assign data and metadata fields to others, it is important to distinguish what external recipients can see and what your internal company users can see.

• Required fields: Access the properties of a data field in the draft’s body or data fields sidebar and enable the required option. A contract draft cannot be signed until all required fields are filled in.

• Metadata fields: These fields are for internal use and are only visible to users in your company. External collaborators or signees cannot be assigned to or see metadata fields. You can assign them to a company user from the data fields sidebar.