Which CLM feature allows you to require a metadata field before routing?

• A. Notification Rule
• B. Document Rule
• C. Clause Library
• D. External Data Source

Answer: (B)

Requiring a metadata field before routing is handled by a Document Rule. This rule lets you set conditions on a document or its metadata that must be satisfied before the workflow can advance to the next step. For example, you can require a specific field (such as contract type, department, or effective date) to be filled in; if the field isn’t populated, the routing is blocked and the user must complete the metadata first. This ensures data integrity and that the contract moves through the correct path only when essential information is present.

Notification Rules only trigger alerts, Clause Library provides reusable clauses for documents, and External Data Sources bring in data from outside systems without gating routing based on metadata.