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Enhancement of the metadata page

  • currently we show 70 metadata types

  • smart suggestions, filtering, recommendations

  • Setting up metadata UX flow

    • quickly re-run prompt to check if metadata extraction is working

    • upload field + specify the page where the AI should look for quick feedback

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Comments1

  • Teal Astronaut

    Team•

    May 14

    •

    Merged request

    •

    3 votes

    Unified management of metadata & contract types

    Problem

    Metadata fields and contract types are currently managed separately in the settings area.

    Since both are closely connected (e.g. metadata often depends on document/contract types), this separation can make configuration more fragmented and less intuitive, especially when setting up or restructuring account-wide document management.


    Solution

    Provide a unified settings area where metadata fields and contract types can be managed together, including clearer visibility of their relationships and dependencies.

    This would likely be part of a broader rework of how document structure and classification are configured in the settings.


    This improvement would streamline account configuration and reduce complexity when managing document classification.