Adding/editing document metadata fields

What is Document Metadata?

Document metadata fields define the information that can be stored and managed for documents within a project. These fields are initially configured through the project template, but users with the appropriate permissions can expand or modify them as required.

Using Manage fields, users can:

• Add new metadata fields
• Edit existing metadata fields
• Reorder fields to control how they appear

Metadata fields can be customised by field type and field-specific properties to ensure documents capture the required information effectively.

Adding a new document metadata field

1. Navigate to the Documents page. 
2. Select the Manage dropdown and choose Manage fields. 
3. In the Manage metadata fields dialog, select New field. The field configuration options will appear on the right‑hand side. 
4. Choose the field type, enter the field name, and complete any field‑specific properties.
5. Click Save to create the new field.
6. The new field is added to the bottom of the metadata fields list.
7. To change its position, click and drag the field using the number column. 
8. Click Save order to confirm the new field order.

Editing an existing document metadata field

1. Navigate to the Documents page.
2. Select the Manage dropdown and choose Manage fields. 
3. In the Manage metadata fields dialog, select the field you wish to edit.
4. Review the field summary displayed on the right‑hand side.
5. Click Edit. 
6. Update the field properties as required, including:
   • Field name
   • Field type
   • Field‑specific settings 
7. Save the changes.

Examples

• Adding a new Choice metadata field to classify documents by review status.
• Editing an existing Text field to rename it for clearer user understanding.
• Reordering metadata fields so priority information appears first in document views.

Related Links

• Editing worksheet metadata