Properties on a Contract

Read and edit a contract’s stored facts, its value, expiry, owner, risk level, from the Properties tab, without opening the document. This article covers working with those values on one contract: where to find them, how to read and edit them, and how to fill them in.

Defining which properties exist, their types, and how AI extraction is configured is a one-time setup task covered in the Properties & Categories section.

Open any contract and select the Properties tab. Properties are organized into groups down the left, with the selected group’s fields on the right.

Select a different group on the left to switch categories. Each group’s field count appears beside its name, and a Search properties… box above the list jumps you to any property by name without scrolling.

Click any property value to edit it in place. Changes save automatically, there is no separate save button. Every value you set here is the same value the rest of the platform reads, so filters, custom views, sorting, exports, and approval routing all reflect the correction immediately.

The field type sets how you edit it: text fields accept typing, Date fields open a date picker, List fields show a dropdown of the allowed options, and Boolean fields toggle yes/no. Party and User fields let you pick from your Contact Book or workspace. You can only enter values the type allows, which keeps the data clean enough to filter and report on.

Most properties attach to every contract automatically, so the field is already on the tab waiting for a value. Some are Manual only: they exist in the system but only appear on the contracts where you add them. Click Add property (top right of the field list) when a property you need isn’t showing.

The dialog has two tabs:

• Available properties: attach a property that’s already defined for your company but isn’t on this contract yet. Pick it from the list. When every defined property is already on the contract, this tab shows nothing to add.
• New property: create a one-off property and set its value right here.

When a contract is created from an uploaded document, Pactly can read the document and pre-fill property values for you to confirm. If the document changes, for example a revised draft during negotiation, the values may be out of date.

To re-read the current document and refresh the extracted values, click Re-run property extraction below the group list on the left of the Properties tab. Extraction runs in the background and updates the fields when it finishes. (The button is in the lower-left of the editing screenshot above.)

• Properties & Categories
• Creating Contract Properties
• How Property Values Get Captured and Used
• Custom Views
• Contracts Overview