Quick Fields Scanning Metadata Pane

The ClosedMetadata Pane lets you view and modify the selected document's name, template, fields, tags, and storage location.

Metadata Pane

Document Name

When a document is selected, its name will be displayed at the top of the Metadata Pane. ClosedClick on the document name to edit it. See the Modifying Documents topic for more ways to rename a document.

Document Name in the Metadata Pane

Note: If multiple documents are selected, and they are assigned different document classes, their templates and fields will not be editable.

Fields

Clicking ClosedFields in the Metadata Pane displays the selected document's current template with populated field values. You can change the template, modify the field values, and even add or remove fields from the documents. Selecting multiple documents allows you to change the template and fields of more than one document at a time.

Templates and Fields in the Metadata Pane

Tags

Clicking ClosedTags in the Metadata Pane displays tags currently assigned to the selected document and lets you assign other tags to the document.

Tags in the Metadata Pane

Storage Location

Clicking Storage Location in the Metadata Pane displays where the selected documents will be stored once sent to the repository. A Closedreflection of your repository folder structure will be displayed allowing you to add new folders, delete folders, move documents around, etc.

Storage Location in the Metadata Pane