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Metadata

Metadata defines the forms and fields attached to document types. It controls what users fill in when they upload, reclassify, or review a document.

What you can configure

  • metadata forms and their fields;
  • field types, validation, and defaults;
  • DQL aliases used in search;
  • BPM variable mapping;
  • confidential and hidden fields;
  • a schema grid for the form;
  • import and export of metadata definitions.

Manage metadata

  1. Open Administration → Metadata.
  2. Choose the form or field editor.
  3. Add or edit fields.
  4. Set validation and visibility.
  5. Save.
  6. Assign the form to a document type.

Confidential fields require metadata:ver_confidencial; hidden fields require metadata:ver_hidden.

Permissions

  • metadata:ver, metadata:crear, metadata:editar, metadata:eliminar — manage metadata.
  • metadata:editor — use the field editor.
  • metadata:ver_confidencial and metadata:ver_hidden — see protected fields.