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. Users with the appropriate permissions can add new fields, edit existing fields, and reorder fields using the Manage fields option on the Documents page.

Metadata fields are initially configured through the project template, but can be expanded or modified as project requirements change. Fields can be customised by field type and field-specific properties to ensure documents capture the required information effectively. Keeping fields well-named and logically ordered improves document review efficiency and consistency across the project.

Prerequisites

To add or edit document metadata fields, you must have the appropriate metadata management permissions assigned to your account.

Adding a new 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 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. The field is added to the bottom of the metadata fields list.
6. To change its position, click and drag the field using the number column.
   
7. Click Save order to confirm the new field order.

Editing an existing 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 want 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. Click Save.

Examples

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

Related links

• Editing worksheet metadata

Related documentation

Opus 2 has help information accessible within the application; click the question mark and then select Documentation in the upper-right area of the platform. You can also access the documentation at: Opus 2 Support.

How to contact us

To contact us about the documentation, or if you have any other questions or issues about Opus 2 solutions, contact Opus 2 Platform Support by emailing Opus 2 Platform Support.