Project templates will include metadata fields that can be populated for your documents. Should you wish to expand or modify the available metadata fields for your documents you can do so using 'Manage fields'.

Adding a New Document Metadata Field

Step 1: From the 'Documents' page, select the 'Manage' drop-down box and select 'Manage fields'.

Step 2: From within the 'Manage metadata fields' dialogue, select new field to bring in the new field properties on the right.

Step 3: Select the field type you wish to use, fill out the name and field specific properties you want to include and click 'Save' to create the new field.

Click here for a breakdown of the different field types and their uses under the heading '2. User generated metadata fields'.

Step 4: The new field will default to the last field in the table. You can change its position by clicking and dragging the field from the number column. Once in the desired position, click the 'Save order' button to confirm.

Editing a Document Metadata Field

Step 1: From the 'Documents' page, select the 'Manage' drop-down box and select 'Manage fields'.

Step 2: From within the 'Manage metadata fields' dialogue, select the field you wish to edit. The field will be summarised on the right of the dialogue and the option to edit will appear below the summary.

Step 3: Selecting 'Edit' will bring up the same set of properties available when creating a new field. You will be able to change everything about the field, such as its name, field type, and any field specific properties.