Once your Filer configuration has been created there are some additional steps to set it up, the first of these is to add the relevant metadata to the configuration which is what will be covered in this article.
If you have any questions or issues with the configuration please submit a ticket to our support team.
Adding Metadata
- Navigate to the Filer admin centre then select ‘Configuration’ from the left-hand menu.
- You will then see a pop up and from here select the configuration that you want to manage.
- You will notice the interface will change now to show the configuration that you are currently managing in the top right-hand corner of the page.
- From here select a column from under the ‘Available Metadata’ and use the select the arrow icon to move it to the ‘Saved Metadata’ category.
- Repeat the previous step for each column that you want to add.
- Once these have been brought across, if you select the ellipses next to any of these you will be able to manage how they appear in/interact with the record viewer.
- A menu will appear and from here you can manage the label (which determines what this piece of metadata is shown as against a record). Note that the label can be changed independently of the column name itself. You can also add an optional description and you can determine whether users can search or refine by this piece of metadata when they are looking for documents associated to records by checking either of the tick boxes at the bottom of the menu (you can also hover over the tooltip icon to get some more information on what the setting will enable). Finally, once you have made any desired changes you can select ‘Save’.