Editing Metadata

Use

Metadata is information about documents, folder, or other items in KM repositories. This information is stored in the properties of the item in question. Depending on the settings configured by your system administrator, metadata can, for example, contribute to making it easier to find documents during searches.

Integration

If you are working with query-based taxonomies, entering metadata is the prerequisite for classifying documents in categories.

Prerequisites

You have write permission for the item for which you want to edit the properties.

Procedure

You can enter or edit metadata in the following places:

Function

Description

Creation or upload

If you create a folder, text file, or HTML document online in the portal or upload a document, choose Show Properties .

Details dialog box

To open the Details dialog box, choose context menu and then Details .

Choose Start of the navigation path Settings Next navigation step Properties End of the navigation path in the Details dialog box.

The properties are displayed on several tab pages. The tab pages and properties that are displayed depend on the resource type of the item in question. Click all tab pages and edit the data.