Viewing and Editing MetaData

Step-by-Step Instructions: Viewing and Editing MetaData

Now that you have MetaData defined, you may find that you need to edit or even delete fields. No problem! MetaData is a flexible solution which means you may change it as often as you like. Below you'll find instructions for modifying the MetaData already in place. You may also want to check out more information on:

• MetaData Overview
• Adding MetaData to a File/Folder
• Using the MetaData Spreadsheet
• MetaData Solutions for Specific Industries

Let's Get Started:

Viewing MetaData

1. Login to your account.

2. Click the EFORMS tab

3. Locate the eForm and select View Data

4. By default Form Data will display and you will need to click the bubble next to MetaData modify, export, or download the data.

 Note: The Metadata view will only show the folder belonging to the logged in user. It will not show any GroupShare^TM folders. 

Editing MetaData

1. Login to your account.

2. Right click on the folder with the MetaData that needs to be changed, then from the dropdown menu select Properties -> Edit Folder MetaData.

3. The MetaData form with the fields you added will display and then you can interact with the data by using submit, delete, view pdf, or submit and close.

Still Have Questions?

If you need help or have additional questions please contact us.