{"id":430,"date":"2022-06-23T22:27:51","date_gmt":"2022-06-23T20:27:51","guid":{"rendered":"https:\/\/kairntech.com\/doc\/?p=430"},"modified":"2025-08-01T11:39:42","modified_gmt":"2025-08-01T09:39:42","slug":"how-to-assign-a-metadata-to-a-set-of-documents","status":"publish","type":"post","link":"https:\/\/kairntech.com\/doc\/how-to-assign-a-metadata-to-a-set-of-documents\/","title":{"rendered":"How to assign a metadata to a set of documents?"},"content":{"rendered":"\n<p>A user can easily add metadata to a <strong>document <\/strong>or a <strong>selection of documents.<\/strong> <\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to the <em>Documents <\/em>view<\/li>\n\n\n\n<li>Use the <strong>search <\/strong>&amp; <strong>filters <\/strong>to select a list of documents<\/li>\n\n\n\n<li>Open the menu at the top right and click on <strong><em>Add a metadata to these XX documents<\/em><\/strong>.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"468\" src=\"https:\/\/kairntech.com\/doc\/wp-content\/uploads\/sites\/2\/2022\/06\/image-153-1024x468.png\" alt=\"\" class=\"wp-image-5429\" srcset=\"https:\/\/kairntech.com\/doc\/wp-content\/uploads\/sites\/2\/2022\/06\/image-153-1024x468.png 1024w, https:\/\/kairntech.com\/doc\/wp-content\/uploads\/sites\/2\/2022\/06\/image-153-300x137.png 300w, https:\/\/kairntech.com\/doc\/wp-content\/uploads\/sites\/2\/2022\/06\/image-153-768x351.png 768w, https:\/\/kairntech.com\/doc\/wp-content\/uploads\/sites\/2\/2022\/06\/image-153-1536x702.png 1536w, https:\/\/kairntech.com\/doc\/wp-content\/uploads\/sites\/2\/2022\/06\/image-153.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>In the window that opens you can select either existing metadata fields or define a new one (for instance &#8220;Metadata Test&#8221; as below) and then specify the value (for instance &#8220;Yes&#8221;) that you want to store with your document or documents.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"706\" height=\"328\" src=\"https:\/\/kairntech.com\/doc\/wp-content\/uploads\/sites\/2\/2022\/06\/image-149.png\" alt=\"\" class=\"wp-image-5423\" style=\"width:549px;height:auto\" srcset=\"https:\/\/kairntech.com\/doc\/wp-content\/uploads\/sites\/2\/2022\/06\/image-149.png 706w, https:\/\/kairntech.com\/doc\/wp-content\/uploads\/sites\/2\/2022\/06\/image-149-300x139.png 300w\" sizes=\"auto, (max-width: 706px) 100vw, 706px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A blue popup appears indicating a job has just started<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"811\" height=\"121\" src=\"https:\/\/kairntech.com\/doc\/wp-content\/uploads\/sites\/2\/2022\/06\/image-150.png\" alt=\"\" class=\"wp-image-5424\" srcset=\"https:\/\/kairntech.com\/doc\/wp-content\/uploads\/sites\/2\/2022\/06\/image-150.png 811w, https:\/\/kairntech.com\/doc\/wp-content\/uploads\/sites\/2\/2022\/06\/image-150-300x45.png 300w, https:\/\/kairntech.com\/doc\/wp-content\/uploads\/sites\/2\/2022\/06\/image-150-768x115.png 768w\" sizes=\"auto, (max-width: 811px) 100vw, 811px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Once the job is completed, you can filter this document or list of documents in the search interface as below. <\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"844\" src=\"https:\/\/kairntech.com\/doc\/wp-content\/uploads\/sites\/2\/2022\/06\/image-151-1024x844.png\" alt=\"\" class=\"wp-image-5425\" srcset=\"https:\/\/kairntech.com\/doc\/wp-content\/uploads\/sites\/2\/2022\/06\/image-151-1024x844.png 1024w, https:\/\/kairntech.com\/doc\/wp-content\/uploads\/sites\/2\/2022\/06\/image-151-300x247.png 300w, https:\/\/kairntech.com\/doc\/wp-content\/uploads\/sites\/2\/2022\/06\/image-151-768x633.png 768w, https:\/\/kairntech.com\/doc\/wp-content\/uploads\/sites\/2\/2022\/06\/image-151.png 1068w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>To <strong>delete <\/strong>a metadata from document or a list of documents, select the document or list of documents using the filter, click on<strong> <em>Add a metadata to these XX documents<\/em><\/strong>, select the <strong>metadata name<\/strong> in the list and keep the metadata value <strong>empty<\/strong> as below. All dcuments will be automatically re-indexed.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"706\" height=\"316\" src=\"https:\/\/kairntech.com\/doc\/wp-content\/uploads\/sites\/2\/2022\/06\/image-152.png\" alt=\"\" class=\"wp-image-5426\" srcset=\"https:\/\/kairntech.com\/doc\/wp-content\/uploads\/sites\/2\/2022\/06\/image-152.png 706w, https:\/\/kairntech.com\/doc\/wp-content\/uploads\/sites\/2\/2022\/06\/image-152-300x134.png 300w\" sizes=\"auto, (max-width: 706px) 100vw, 706px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>A user can easily add metadata to a document or a selection of documents.<\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[14],"tags":[],"class_list":["post-430","post","type-post","status-publish","format-standard","hentry","category-advanced-topics"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to assign a metadata to a set of documents? 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