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Amendments and updating Metadata of Masters

Cassie_Pommersheim

Hi all,

I would love to hear how other folks are using Ironclad when it comes to metadata from a Master agreement who then signs an amendment changing that metadata.

Is there a way to add a metadata point that is essentially 'retires' the old metadata point with an end date and then creates and links to the master the new metadata point? That way you keep the original metadata but can replace as of X date the new metadata to keep consistent reporting?

My concern is that we may want to report on all customers that agree to initially or have payment due within 30 days but also be able to report on if that metadata gets amended.

I would love to hear how people update master metadata due to amendments.

Thanks in advance!

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