Metadata

Metadata is any additional information, besides images, text, and electronic files, that can be associated with a document. A typical document can be assigned any of the following metadata:
Fields

Fields provide another way to categorize and search for entries. They can be added to documents or folders independently or as part of a template.

To add a field or template to a document or folder
  1. Browse to or search for the document or folder.
  2. Select the checkbox next to the entry whose fields you want to view. Select View Metadata from the More Actions drop-down menu and click Go.
  3. Click Edit next to Fields and enter appropriate field values.
  4. To add a template, select it from the Template drop-down menu and click Change.
  5. To add fields not associated with a template, click Add/Remove Field(s), select the fields you want to add, and click Confirm Selection. When you are finished modifying the templates and/or fields click Save Changes.
Tags
Tags provide another way to categorize, secure, and search your entries. Security and informational tags can be added to entries.

To add a tag to a document or folder
  1. Browse to or search for the document or folder.
  2. Select the checkbox next to the entry whose tags you want to view. Select View Metadata from the More Actions drop-down menu, and click Go.
  3. Click Edit next to Tags.
  4. Select the checkbox next to the tag you want to add to the entry (multiple tags can be selected). Type a tag comment in the field underneath the selected tag and click Save Changes.
Links
Links enable users to create a relationship between two types of documents, such as an e-mail and an attachment. By indicating which two documents are related, you can quickly access both of them.

To add a link between two documents
  1. Browse to or search for the document.
  2. Select the checkbox next to the document you want to add a link to. Select View Metadata from the More Actions drop-down menu, and click Go.
  3. Click Edit next to Links.
  4. Add the link by selecting the document from the Bookmarked/recent entries drop-down menu, typing its path, or entering the document's ID number.
  5. Select the relationship you want the two documents to have in the Select a relationship drop-down menu and click Add Link.
To remove a link between two documents
  1. Browse to or search for one of the documents containing the link.
  2. Select the checkbox next to the document you want to remove a link from. Select View Metadata from the More Actions drop-down menu, and click Go.
  3. Click Edit next to Links.
  4. Select the checkbox next to the link you want to remove and select Remove Link(s).
Versions
Versions give users the ability to keep track of changes made to documents and to view previous drafts of particular documents.

To create a new version
  1. Browse to or search for the document.
  2. Select the checkbox next to the entry you want to add a new version to. Select View Metadata from the More Actions drop-down menu, and click Go.
  3. Click Edit next to Versions.
  4. Add a document as a new version by selecting it from the Bookmarked/recent entries drop-down menu, typing its path, or entering the document's ID number.
  5. Add any comments and click Add Version.
Working with Documents
Home
Contact Us
© 2012 Laserfiche. All Rights Reserved.