MetaData FAQs
Frequently asked questions for the MetaData guide.
Can I assign metadata to both files and folders?
Yes, you can assign metadata to both files and folders by selecting the Both option in the Type field when adding metadata.
How do I delete metadata from a file or folder?
To delete metadata from a file or folder, access the Metadata tab in the Properties window, remove the values from the metadata fields, and click Save to remove the metadata.
How do I add a new metadata field?
To add a new metadata field, click the Add button in the Metadata tab of the Properties window. Fill in the required fields, such as Project, Form, Fields, and Type, and then click Save.
How do I view metadata for a folder or file?
To view metadata for a folder or file, right-click the item and select Show Profile, or select the item and click Open > Show Profile from the top menu.
What happens if I leave a required metadata field empty?
If you leave a required metadata field empty, the system will prompt a warning and prevent you from saving the form until all required fields are filled.
What is the Set MetaData functionality?
The Set MetaData functionality allows users to define metadata (profile forms) for documents, folders, and repositories. This process helps in organizing and categorizing documents more effectively.
Can metadata be inherited from the parent folder?
Yes, metadata can be inherited from the parent folder by default. If you want to define custom metadata for a folder, you can disable the Inherit from Parent option and create new metadata settings for the folder.
Can I edit existing metadata for a document?
Yes, metadata for a document can be edited. You can update metadata fields by accessing the Metadata tab in the Properties window and making changes to the relevant fields.
How can I use metadata to organize documents?
Metadata allows you to categorize and organize documents by assigning labels or custom fields. This makes it easier to search and manage documents based on their met