Linking TPP Intake Form to Existing Metadata using Validator

 Product Area:Contract Metadata, Intake Forms, Validator

 Impact of Change: Operational Efficiency Improvement

 Roles Impacted: Support, Implementation, Customer Success Teams

Ever had a customer urgently needing to link TPP intake form variables to a new or existing metadata they created, only to find yourself waiting on engineering assistance?

Those days are over! We've now made it so that you can link intake form variable without depending on the engineering team.

Problem Addressed

Previously, while template questionnaire values could be linked to new & existing metadata by our internal legal ops team using Validator, intake forms (used in third-party paper workflows) required engineering intervention. This created two significant challenges:

Longer response times to customer requests

Unnecessary consumption of valuable engineering resources

Solution Overview

Support teams can now directly link intake form variables to existing metadata without engineering assistance. This process can be done via Validator, giving you the power to configure these connections on demand. The result? Faster customer response times, optimized engineering resources, and empowered support teams that can deliver solutions immediately.

How to Enable: This functionality is now available to all support team members.