Adding and Defining MetaData

Step-by-Step Instructions: Adding and Defining MetaData

Need a method for running reports on specific sets of data?  MetaData provides a flexible yet structured way to add information to a folder. Files added to the folder then inherit the Metadata definitions. So, just as index cards at a library have reference information on books, MetaData allows you to add relevant references to folders, such as the time and date of creation, creator or author, purpose, etc. Here you'll find instructions on defining MetaData fields. If you'd like to learn more about how to apply MetaData to your business, check out these Industry examples. You might also want to learn more about:

Let's Get Started:

1. Login to your account.

2. Click the folder to which you'd like to add MetaData, then click the MetaData button in the toolbar.

Note: If you choose to add MetaData to the root folder, each subfolder will inherit those properties. If you choose to add MetaData to subfolders, you may not add MetaData to the root folder.



3.  Click the Define Fields button when prompted. 


4. Determine the 'Type of Field'  that is going to be used with this Field Name.  (e.g., text for  character entries, integer for whole numbers, currency for dollar amounts, date for date fields, etc.). Though this is the second entry, please select it first.

Note:  Date Fields will automatically display a calendar control on the form.  Memo Fields are perfect for notes or long text entries. The Title field type can be used to show a separate label or section header on the form, and the Line field type displays a horizontal line, separating fields into sections. 

5.  In the Define MetaData screen, you can begin to define fields. Enter a field name (e.g., Client ID, Name, Artist, etc.). This is the label that will appear on the form next to the data entry field. Determine if the user is required to input data for this field (this makes the field a mandatory field for all MetaData entries), assign a maximum character length (default is 255), and determine if it must be a unique value.

6. Click the Save Field button.


7. Repeat the above steps for each field you want to add to the form. 


8. Continue adding fields until your form is complete. Click the View MetaData button at the top of the screen to view your form.



9. Select Save/Close to close the form and return to your main screen. 

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