📚
Aerofiler User Guides
  • Dashboard
    • Introduction
    • Uploading Documents
      • Uploads by Email
      • Uploads by Drag and Drop
    • Calendar
    • Core Metrics
    • Activity
  • Documents
    • Introduction
    • Downloading / Exporting
    • Searching for Data
    • Storing Data in the Repository
    • Views
    • Related Documents
    • Example Workflow
  • Single File View
    • Auto Extraction
    • Contract Terms
      • Evergreen Contracts
      • Single Term Contracts
      • Multiple Term Contracts
    • Key Dates
    • Layout
      • Child Field
    • Reminders
      • Individual Document Reminders
      • General Reminder Settings
        • Reminders With Rules
      • Key Date Reminders
    • Replace File
    • Related Documents
      • Searching
  • Folders
    • Dynamic Folders
    • Single Level Folder Organisation
    • Multi-Level Folder Organisation
    • Apply Setting to All Users
  • Inbox
    • Introduction
    • Validating Documents
    • Unvalidating Documents
    • Filters
  • Reports
    • Upcoming Contract Events (Table)
    • Upcoming Contract Events (Charts)
  • Workflows
    • Create Workflow
      • Submitting Contract Data
      • Add Related Doc
      • Bulk Generate
    • Review
      • Updating Data
      • Editing the Document
    • Approval
      • Approval
      • Rejection
      • Replace and Resubmit
      • Void Workflow
    • Version Control
    • Signature
      • Electronic Signature
      • Cancel Signing Preparation
      • Delegate Signing Preparation
      • Amendments
  • SETTINGS
    • Account
    • Preferences
    • Reminders
      • Reminders With Rules
  • Dashboard (Supplier Portal)
    • Find a Supplier
    • Request a New Supplier
    • Supplier Account Changes
    • Supplier Master Download
    • Upload Contracts
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  1. Documents

Introduction

The documents page is a workspace for reviewing multiple documents and entering or editing document metadata. It provides you with tools to rapidly perform these tasks and establish a workflow for reviewing documents and attaching high quality, consistent metadata to them.

The Documents page is designed to help you quickly enter, edit, and verify metadata for documents you are interested in.

The Documents page helps you to:

  • Retrieve the set of documents you're interested in by using filters and extracts

  • Focus on a set of metadata fields you're interested in modifying

  • Review documents, or targeted portions of documents, to determine what metadata needs to be entered

  • Make a large number of edits to multiple documents quickly.

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Last updated 2 years ago