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Create Custom Metadata Fields

Please note that only Work Space Manager can create a custom Metadata fieldTo create a Custom Metadata field Log in to Kivo as a User wi...

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Written by Casey Huxtable
Updated over 3 weeks ago

Please note that only Work Space Manager can create a custom Metadata field

To create a Custom Metadata field

  1. Log in to Kivo as a User with the Work Space Manager Role

  2. Click on the Settings Gear in the Lower Left Corner.

  3. On the Settings Screen, Click on the Metadata tab

  4. On the Metadata Tab, click on the Create Metadata button

  5. The Create Metadata drawer is displayed

  6. Select a document from the Document Type drop down menu.

  7. Enter the Name of the field in the Name field.

  8. Enter a Description (If necessary).

  9. Select a Field Type from the drop down menu.

  10. If the Metadata field is required, click on the "Answered Required" slider.

  11. Click the Create Metadata Button to create the new metadata field.

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