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Custom Meta Fields and Sets

Meta sets are collections of custom fields defined by the system administrator and are used to hold additional information for documents of a particular type or use. Examples include artwork files or MS Office files associated with a particular project or contract.

Users can assign a meta set when uploading a new document and view the metadata for a document using the Meta Tab in several views. Users can also include any custom field in searches created using the Dynamic Query Builder contained in Advanced Search.
Extend your searchable data
  • Use meta sets to capture custom data for particular types of file
  • Search on any meta data field

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