A user can easily add metadata to a document or a selection of documents.
- Go to the Documents view
- Use the search & filters to select a list of documents
- Open the menu at the top right and click on “Add a metadata to these XX documents“.
- In the window that opens you can select either existing metadata fields or define a new one (for instance “Metadata Test” as below) and then specify the value (for instance “Yes”) that you want to store with your document or documents.
- A blue popup appears indicating a job has just started
- Once the job is completed, you can filter this document or list of documents in the search interface as below.
- To delete a metadata from document or a list of documents, select the document or list of documents using the filter, click on Add a metadata to these XX documents, select the metadata name in the list and keep the metadata value empty as below. All dcuments will be automatically re-indexed.
