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Folder metadata form

A folder can expose a metadata form for the documents or the folder itself. Use it to fill in structured information without opening each document.

Open the form

  1. Select the folder in the Explorer.
  2. Choose the metadata form action.
  3. Fill in the fields.
  4. Save.

The form is defined by the document type and by the metadata configuration.

When to use it

  • Add metadata when uploading a document into a folder.
  • Review required fields for a folder's document type.
  • Correct missing or incomplete metadata.

Permissions

Opening the form requires explorador:ver. Saving values requires the document edit permission and may be restricted by upload restrictions.