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Metadata Configuration

This section contains information on how to configure metadata of your documents. Review the following for additional information:

Document Metadata Fields​

This list specifies which internally generated fields are to be used:

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Metadata Field Mappings​

This table allows additional metadata fields to be generated by mapping an already existing field name to a new name.

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Metadata Value Mappings​

This list allows metadata values to be mapped from a source value to a new target value.

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For example, if you create an entry for the field “Modified By”, with Source=”Cheryl Tweedy” and Target=”Cheryl Cole”, then a document with this metadata:

“Modified By: Cheryl Tweedy;”

Will generate an index with this metadata:

“Modified By: Cheryl Cole;”

Use this feature to align metadata field values, for example when employees change their name or when replacements are hired.

Owner Mapping Priorities​

This feature applies to the CSE-owner function for a workflow. If you want to email the documents after classification to the CSE owner, specify which role represents these documents: Owner, Author, Creator, or other. You can prioritize any of these roles by clicking the arrowup or arrowadown arrows.

For example, if your document is owned or authored by you, but not modified or created, you may choose this priority:

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