Overview: The MetaData Spreadsheet
One of the great things about MetaData is the ability to organize information into an easily read spreadsheet. How? With just the click of a button! Below, you'll find an overview of the functions within the MetaData spreadsheet. You might also be interested in more information on:
- MetaData Overview
- Adding MetaData to a File/Folder
- Viewing and Editing MetaData
- MetaData for Specific Industries
Back to Dashboard Button: Returns you to all eForms created within the account
Export MetaData Button: Creates a downloadable report as an Excel file.
Edit Selection (Pencil Icon): Allows you to edit the MetaData for a given row of information.
Search Button: Allows you to search by text in file
Advanced Search: Allows you to search by File Name, Files with MetaData, and limit the search to a certain field.
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