Metadata Schema
Standardized fields for title, project, keywords, participants, and production notes to support discovery and analytics.
A complete catalog record reduces legal exposure, streamlines asset reuse, and preserves chain-of-custody for recorded content. It ensures permissioned use, accurate metadata for search and analytics, and consistent distribution controls across platforms and partners.
Teams that produce, distribute, or license recorded marketing content use this record to centralize permissions, metadata, and delivery details before publishing or sharing assets.
Maintain the catalog as a shared source of truth so stakeholders can confirm rights, formats, and retention rules without retrieving separate release agreements.
| Field | Configuration |
|---|---|
| Template | Create a standard catalog template with required fields |
| Automation rules | Auto-assign review tasks and retention flags |
| Signer authentication | Require email+SMS or stronger methods for releases |
| Storage linkage | Connect to cloud repository with ACLs |
Ensure your platform supports secure uploads, audit trails, conditional fields, and attachments for release documents before accepting catalog entries.
Platforms should also offer role-based access controls, tamper-evident audit trails, and export options (PDF, CSV, XML) to meet archival and reporting needs.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Yes | Yes | Yes | Yes |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |
Standardized fields for title, project, keywords, participants, and production notes to support discovery and analytics.
Clear description of granted rights, exclusivity, territory, duration, and link to signed release documents stored as attachments.
Master file format, codecs, resolution, transcript and caption availability, and recommended derivative formats for distribution.
Evidence of signer identity and method (wet signature, e-signature type, authentication level) with timestamped audit trail.
Allowed channels, embargo dates, blacklists, and partner restrictions to prevent unintended publishing.
Retention flags, legal basis, and scheduled disposal or archival steps tied to regulatory or contractual obligations.