Metadata
The Metadata area of the Configuration dialog box contains the settings for the following topics:
- General
- Show metadata
- Default settings for metadata
- Metadata form for different file types
General
Use default keyword list for fields: Select this option to use a default keyword list (global) for fields without a separate keyword list.
Metadata, default keyword listDefault keyword listConfiguration, default keyword listSort keyword lists alphabetically: Select this option to sort keyword lists alphabetically.
Keyword lists, sortSort order, keyword listConfiguration, keyword listAutomatically activate keyword list filter: When this option is enabled, the keyword list is filtered automatically based on the characters entered when assigning metadata.
Keyword list, filterFilter, keyword listConfiguration, keyword list filterShow "Metadata" dialog box on filing if a metadata form has not been assigned: Select this option to open the Metadata dialog box when filing a new document. The dialog box only appears if no metadata has been entered for the document. If the option is disabled, the document is automatically filed with the default metadata form for new documents. The file name is used as the short name.
Metadata, dialog box on filingConfiguration, dialog box on filingShow metadata
Show extra text in the metadata preview: Enable this option to display the text entered on the Extra text tab of the Metadata dialog box in the metadata preview.
Metadata preview, show extra textExtra text, showConfiguration, extra text in the metadata previewDefault settings for metadata
Form for new folders: Specify which metadata form to use for new folders.
Metadata, form for new foldersConfiguration, form for new foldersForm for new documents: Specify which metadata form to use for new documents.
Metadata, form for new documentsConfiguration, form for new documentsForm for the metadata search: Select the metadata form that is used by default for the metadata search.
Search, metadata searchConfiguration, form for the metadata searchMetadata form for different file types
In this area, you can link file extensions to metadata forms. The file extension is recognized when you file a document. The associated metadata form is set by default. When filing without metadata, the linked metadata form is used automatically.
Metadata formFile type, metadata formConfiguration, form for file typeBy default, the .js and .vbs file extensions are linked to the ELOScripts metadata form and the .eml and .msg file extensions are linked to the E-mail metadata form.
Use default: Click the Use default button to restore the original settings in this area.
New: Click the New button to add a new row for linking a file type to a metadata form. Enter a file extension and select a metadata form.
X: Click one of the buttons with an X icon to delete the corresponding row.