Add metadata to a Document
or Document Group using the API
- Free to test
- Fast to deploy
- Powerful & secure
Streamline document management and ensure a seamless integration with your system of record
- airSlate SignNow provides developers with complete SDKs for every popular language, allowing them to integrate eSignatures without writing a single line of code.
- With airSlate SignNow’s detailed documentation, integrating electronic signatures with your app is a breeze.
- airSlate SignNow goes beyond eSignatures. Use it to create fillable forms, request payments, and manage your documents securely using simple API calls.
Key benefits of including metadata in your Documents and Document Groups via the API
Enhanced searchability
Adding metadata to a document makes it easier to locate specific documents. By assigning relevant tags or keywords, users can quickly find what they're looking for without having to go through each document manually.
Improved organization
Metadata helps categorize and organize documents. It provides additional information about a document to easily sort and classify documents based on various parameters such as creation date, author, customer ID, etc.
Ease of automation
With detailed metadata, businesses can automate specific processes like routing documents to appropriate departments or individuals and updating internal records. This increases efficiency and reduces the chance of human error.
Explore common use cases for document metadata
Contract management
Use metadata to track the progress of each agreement you send for eSignature. Upon completion, you can receive a webhook response with this metadata, allowing for quick updates in internal systems without manual intervention.
Hiring process
Add metadata like an applicant’s name, the position they applied for, and their interview stages to hiring documents. When an applicant completes a document, the HR system will receive a webhook response containing this metadata, automatically updating the applicant’s records.
Safeguarding confidential documents
For industries dealing with sensitive documents, you can add metadata pertaining to the level of confidentiality and authorized personnel. Webhook responses carrying this metadata can trigger specific protocols, like moving a document to a secure storage or notifying authorized employees upon its completion.
Select an API package for your business
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Evaluate airSlate SignNow's add metadata to a document or document group
The airSlate SignNow API equips businesses with a distinctive array of features that facilitate more efficient operational workflows. Explore the advantages of our add metadata to a document or document group with a complimentary Sandbox account.
Follow these instructions to establish a Sandbox account:
- Visit the airSlate SignNow Developers page. There you can discover more information about the API and create your Sandbox account.
- Register for a trial. Provide your email address and click the Create API sandbox button to sign up.
- Verify your email address. Check your inbox for the email you receive and follow the link to authenticate your email address.
- Access Developer Sandbox. Set a password to gain further access to your developer account.
- Include an application. Click Add App, assign a name to your app, and click Add to store your changes. The API token for the application will be generated automatically.
- Examine add metadata to a document or document group. Uncover all airSlate SignNow features and how they can improve your business operations.
Adhere to these instructions to assess airSlate SignNow's capabilities. Reach out to the support team if you have any inquiries. Optimize your business workflows with airSlate SignNow today.
How it works
or Document Group using the API
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FAQs
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How do I add metadata to a document or document group in airSlate SignNow?
To add metadata to a document or document group in airSlate SignNow, you can easily access the document settings after uploading your file. The platform provides options to input metadata such as title, author, and custom tags, making it simple to organize and retrieve your documents later.
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What are the benefits of adding metadata to a document or document group?
Adding metadata to a document or document group enhances organization and searchability, allowing users to locate their files efficiently. It also facilitates better tracking and management of multiple documents, which is especially useful for teams handling large volumes of paperwork.
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Is there an additional cost to add metadata to a document or document group?
No, there are no additional costs associated with adding metadata to a document or document group in airSlate SignNow. This feature is included in your standard subscription, ensuring you have all the tools needed for efficient document management at no extra charge.
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Can I add metadata to existing documents in airSlate SignNow?
Yes, you can add metadata to existing documents in airSlate SignNow at any time. Simply select the document you want to edit, access its settings, and input the desired metadata details, ensuring all your documents are up-to-date and properly categorized.
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How does adding metadata improve collaboration among team members?
Adding metadata to a document or document group improves collaboration by enabling team members to easily search and retrieve files based on specific metadata criteria. This feature streamlines communication and reduces time wasted searching for necessary documents within a collaborative environment.
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What types of metadata can I add to my documents?
In airSlate SignNow, you can add various types of metadata to your documents, including document titles, descriptions, author names, and custom tags. This flexibility allows you to tailor the metadata to fit your organization’s specific needs and improve document management practices.
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Does airSlate SignNow offer integrations that support metadata management?
Yes, airSlate SignNow integrates with several third-party applications that support efficient metadata management. These integrations enhance the functionality of adding metadata to a document or document group, creating seamless workflows between different systems and tools.
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Why choose the airSlate SignNow API?:
- Free to test and easy to deploy
- SDKs for popular languages
- Customizable for any workflow
- Industry-leading security & compliance