Setting up Metadata
Before setting up custom fields for metadata usage, determine what kind of documents will be used with specific classification and what are the document's metadata for which custom fields will be created.
| Sequence |
Order of fields |
| Mandatory |
If check box enabled, metadata field cannot be empty. |
| Variable Name |
Variable name |
| Display Name |
Display name or Field name (label) |
| Lookup Type |
Select a lookup type from a drop-down menu. |
| Setter Data Type |
Select a Setter Data Type from a drop-down menu. |
| Default Value |
Set a default value or leave it empty. |
| Document Field |
Select a document field from a drop-down menu. |
| Visible |
Hide or show a field. |