Follow the procedure given here to add and modify attributes:
Select the folder from the Collections Folder section. The file(s) of the selected folder is displayed in the Collection Files section.
Select the files whose attribute information is to be added or modified by ticking the checkbox beside each file or select all files at once by clicking the checkbox beside the File Name column.
Click on (More button) at the top right-hand corner of the screen. A number of options within a menu appear.
Click on Modify Attributes. The following window appears,
Click on the file name to add/modify attributes of that file. You can enter or modify Title, Description & Search Tag of as General Attributes of the file. Also, you can enter or select Custom Attributes as per your requirement. Custom Attributes can only be created by the Super Admin user and assign it to various Collections as per other users' requests. Click on button to view and select the Custom Fields under the specific Custom Attributes. The Custom Fields under specific Custom Attributes are created from Settings > Custom lookup fields screen. The Custom Field selection screen in shown below,
You can enter search keywords and perform search for files, reset search and preview files by clicking these buttons , respectively.
Enter or modify field information of Title, Description and Search Tags fields. These fields appear under the General Properties tab accessed through the File Name link.
Enter or modify field information of custom fields. These fields appear under the Custom Properties tab accessed through the File Name link.
Click on Save button to save the file attribute information.
Click Close to exit from this window.
Go to Collection Files screen > Select the files by ticking the checkbox beside file name > Click Modify Attributes from More menu > On the opened up Modify Attributes screen shown below click the button to view and select the Custom Fields under the specific Custom Attributes 'Approved By'.
The Custom Fields under specific Custom Attribute 'Approved By' are created from Settings > Custom lookup fields screen.
The Custom Field selection screen in shown below,
Select the custom field. The value is displayed on the Custom Attribute:
Click [Save], the custom fields are displayed as values under the custom attribute column of the chose files (whose custom attributes are modified). This is shown below,
Adding attribute (meta-data) during upload:
If you have added files to a collection and need to add/change the attribute (meta-data), you can do so at any time. Clicking the plus sign next to the file will allow you to change the meta-data for the file. Below are the steps for changing the meta-data for many files:
i. On the Upload files window, click the [Add attribute to all] button to add attributes to all files being uploaded.
ii. From the Modify Attributes Window you will be able to select each file individually or all files simultaneously and add meta-data related to:
a. Customer/ Vendor
b. Description of Drawing
c. Job Number
d. Any other classifications you have added to your files.
iii. Add the data in the relevant fields and click 'save' and then 'close'.
Accessing & Understanding Collection Folder & File Screen
Checking Out Files
Checking In Files
Undo Pending Changes
Viewing Document History
Manage File Permission
Setting Alert for Folder/File