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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
  • Metadata Field Mappings
  • Metadata Value Mappings
  • Owner Mapping Priorities

Document Metadata Fields​

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

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Metadata Field Mappings​

This table lets you generate additional metadata fields by mapping an existing field name to a new name.

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Metadata Value Mappings​

This list lets you map metadata values 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;”

You can use this facility to align metadata field values—for example, when employees change their name or move to different roles.

Owner Mapping Priorities​

This feature applies to the CSE-owner function for a workflow. Suppose, you want to email the documents after the classification to the CSE owner. Then you may need to specify what is the role you stand for these documents: Owner, Author, Creator, etc. You can prioritise any of these roles by clicking thearrowup 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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