How Do I Edit Metadata?

If you upload a document and do not cycle through the ‘Save and Edit Metadata’ page, then it will show the Invalid Metadata icon:

Having a document with this icon means it cannot be sent on any workflow, so you must always fill in all required metadata fields

To fill in metadata for one document:

• Click on the Invalid Metadata icon, ensure all required metadata fields have a valid value and Save

To fill in metadata for multiple documents (or if you need to change the metadata and the invalid icon is not present):

• Tick the tick box next to one or more documents
  
  - those you have access to haven this icon
  
  
• Click Actions | Edit Metadata
   
   
• This will take you to the Edit Metadata page, where you will be able to select / check the required values are correct. (If your Document Name is correctly following the Naming Convention, then you will see some columns auto-populated & highlighted in green).
• Click Save.
  
  

If you have an problems during this process please do contact support with a screenshot and description of your problem.