Previously named Profiles, Metadata can be added to both files and containers within Revver. This article covers how to add metadata, edit it, or remove it as needed.
Access & Feature Requirements
Users will need to have a full license and the 'Profiles' enabled feature.
In order to create new metadata fields or metadata groups, your user will also need 'Profiles Management'.
Adding Metadata to a file or container
Step 1 - Select a container
On the Folder View, select the container you would like to add the profile.
Step 2 - Click on the 'Metadata' option in the side sheet
In the Revver side sheet located on the right side of your screen, click on the 'Metadata' option.
Step 3 - Add Metadata
Clicking on 'Add Metadata' acts as a drop down menu that will give you two options: Adding a metadata field, or adding a metadata group.
Adding Metadata Fields
You can select individually what metadata field you want to add from a list of all fields you have created.
When clicking on the 'Add Metadata' drop down menu, click on the metadata field you would like to add.
All metadata fields added outside of those contained in a group will be sectioned off as 'Additional Fields'.
Adding Metadata Groups
Metadata groups are are batches of metadata fields that you can add to a file or container. Multiple metadata groups can be added to a single item, with each sectioned off according to their group.
Using the 'Add Metadata' drop down menu, select a metadata group to add.
If you would like to add multiple metadata groups to one item, save your changes first and then add another using the drop down menu.
Delete/Edit existing Profiles (Metadata) added on the containers
Step 1 - Select a container
In your documents view, click on the item or container you would like to remove metadata from.
Step 2 - Click on Metadata in the side sheet
Locate and click on the 'Metadata' option in the Revver side sheet, located on the right hand side of your screen.
Step 3 - Remove the metadata
The metadata field or group values can be edited or deleted by clicking on the 3 dot icon at the top right corner of the metadata panel.
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