Document Meta Data Tutorial

File Meta Data Control Tutorial

Our platform leverages dynamic metadata capture to enhance tracking and reporting on document types. By automatically tagging documents with relevant attributes such as creation date, author, category, and custom fields, users gain deep insights into their document ecosystem. This robust metadata framework supports advanced filtering, categorization, and search capabilities, making it easier to organize and locate specific files. Additionally, comprehensive reporting tools provide actionable data on document usage patterns, workflow bottlenecks, and compliance tracking, empowering businesses to optimize operations and maintain transparency across all document types.

In this article we will explore Meta Data Forms on File Documents. Read more about Meta Data here: Meta Data Advantages

Meta Data From

  • Form Type - Select "File Meta Data"
  • File Type - Create a Demo Tax Type Form Type

This Type will be selected once the files get uploaded and the different Meta Data Form will be requested to complete. For a more comprehensive guide on creating Templates read: How to Create Templates?

Travel Reports Filter
Travel Reports Filter

Meta Data Form Controls

  • Notes - Notes for the user
  • Assignment - Assign the form to a specific User

Upload a new File

Got to the Documents Menu and Drag a new file into the application and press "Upload" or drag and drop into the browser.
Travel Reports Filter
Travel Reports Filter

File Type Selection

  • If you have any file types that have Meta Data Forms Assigned you will receive the "File Type Forms" popup
  • Select the Tax Form demo File Type we created previously
  • Capture your Meta Data for the File

Finding the Meta Data

Once capture the data can be View/Edited on the Document Screen

Travel Reports Filter
Travel Reports Filter

Search for Meta Data Files

Once you have the Meta Data captured you will be able to search for any data captured on the file

More Info

For more information, questions or additional requests: Contact Us