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Add Metadata to a version of a Document

Metadata fields can be defined as Text, Date, Select (Picklist), or Multi-select. Individual fields can also be set as required. Individua...

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Written by Casey Huxtable
Updated over 3 weeks ago

Metadata fields can be defined as Text, Date, Select (Picklist), or Multi-select. Individual fields can also be set as required. Individual fields can also be defined to display in the Current card view in the documents pane.
Here are the steps to add metadata

  1. Click on Documents

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  2. Navigate to the document you wish to add Metadata

  3. In the document detail pane click on the Metadata button

  4. Choose the version from the drop down menu

  5. Choose a document type from the drop down menu

  6. Enter the data into the fields provided and click “Save Metadata”

  7. The metadata is now part of that version

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