New Look: Adding MetaData to a File/Folder

Step-by-Step Instructions: Adding MetaData to a File/Folder

Need a method for running reports on specific sets of data?  MetaData provides a flexible yet structured way to add information to a folder. Files are added to the folder, and then the metadata definitions are inherited. So, just as index cards at a library have reference information on books, MetaData allows you to add relevant references to folders, such as the time and date of creation, creator or author, purpose, etc. 

To Add MetaData to a File/Folder

1. Log into your account.

2. On the All Files view right-click on a file/folder and select More

3. From there select Create eForm Data.

3. It will prompt you to select an eForm and Continue.

4. Once you continue, the eForm you have selected will display and you can add metadata to the file/folder you selected.