Add metadata

You can add metadata:

  1. Click Administration in the toolbar.
  2. Click Project setup.
  3. Select the applicable folder in the content pane.
  4. Click the ellipsis button at the top of the content pane.
    A context menu pops up.
  5. Click Add metadata.
    The Add metadata window appears.
  6. Select a form to add its input fields to newly uploaded documents.
  7. Choose between Document and Revision.
  8. If applicable, enable Apply this extra data (form) to all subfolders of this folder.
  9. If applicable, enable Rename uploaded documents based on the fields' content.

    Select the field separator you want to use from the drop-down menu.

    Note: This allows the creation of reservations.
  10. If applicable, enable Use default values.

    Click Edit default values, if you want to edit the default values in the Set default values window.

    Click Confirm to save the changes.

  11. Click Confirm.
A pop up window informs you that the metadata are successfully added.