Metadata

Metadata adds details to folders, files and rules. It provides essential information that enhances the organization and functionality of folders and rules.

Metadata may include details such as the sender of the file, the protocol, the file size, folders, and many others. By incorporating these specific attributes, you can manage files more effectively and create rules for sorting and categorizing their content based on various criteria.

This enriches the overall data management process and facilitates better accessibility and retrieval of information.

To create new Metadata, go to Settings → Metadata and click the New button.

In the New Metadata window, enter:

• Name: a unique name for the metadata.

• Category: select one or more categories the metadata will belong to. Categories are defined in Settings → Configurations → System → Metadata categories.

• Type: select if the metadata is a string, a number, or a list.

Your metadata will be added to the list and included in the metadata drop-down menu of the relevant section of the application. For example, if you assign a folder category to a custom metadata field, it will appear as an option under Folders → 3 dots button → Details → Metadata panel.

Default metadata cannot be edited or deleted, while custom metadata can be modified or removed.

Note that clicking a chip in the Category column will filter all metadata belonging to that category. The filter applied will appear at the bottom of the list.

To remove the filter and list all metadata, click the X on the right of the filter: .

A search box is available at the bottom of the screen to search for metadata by name. For example, entering file, all metadata containing file in the name will be listed. To remove the filter and list all metadata, click the X on the right of the edit box or the Reset option.