Editing Document Metadata

Document metadata in the Opus 2 Platform reflects key information about documents and their current state. Metadata falls into two categories:

• System‑generated metadata – Automatically created and managed by the platform
• User‑generated metadata – Configurable fields that users can update

Users with the correct permissions can modify user‑generated metadata fields. Metadata can be updated in three ways depending on scale and use case: simple edits for individual documents, bulk edits for multiple documents with shared values, and imports for large or varied updates.

Simple edit – Update metadata on a single document

Use simple editing when updating metadata for one document.

1. Select a document by clicking its row.
2. The Details panel opens on the right‑hand side.
3. Navigate to the Details tab.
4. Click anywhere in the form to make user‑generated metadata editable.
5. Update the required fields.
6. Click Save.

Bulk edit – Update identical metadata across multiple documents

Use bulk editing when the same metadata values need to be applied to multiple documents.

1. Select multiple documents using the checkboxes.
2. Click the Actions dropdown.
3. Select Apply metadata.
4. In the Apply document metadata dialog:
   • Open Fields to be updated.
   • Select the required metadata field.
   • Repeat to add additional fields if needed.
5. Enter the metadata values.
6. Click Apply metadata.
7. A green confirmation message confirms the update.
8. Click X or Cancel to exit the dialog.

Import – Update metadata across multiple documents at scale

Use import when applying varied metadata values across many documents. 

Accepted file types: .xls, .xlsx, .csv

Export metadata

1. Click the Export dropdown.
2. Select Metadata as spreadsheet. 
3. Open the downloaded file.
4. Update the required metadata columns. 
5. Save the file.

Import metadata

1. Click the Manage dropdown.
2. Select Import metadata. 
3. Drag and drop the updated file or browse to upload it.
4. Verify that each spreadsheet column is mapped to the correct metadata field.
5. Click Import.

Metadata updates are applied once the import completes.

Import options explained

• First row content – Should remain set to Column headings
• Match on – Column used to match spreadsheet rows to documents
• Match all – Matches across all documents in the project
• Match only filtered – Recommended when updating a small subset of documents or when filenames may not be unique

Handling mismatched metadata

If a spreadsheet column does not match a recognised metadata field:

• The mapping will default to Ignore 
• Click the dropdown under the column
• Select the correct metadata field
• Click Import

Related Links

• Default document metadata field types
• Adding and editing document metadata fields