Adding KnowledgeTree Hot Folders Metadata
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KnowledgeTree Hot Folders > Setting up Hot Folders in the KnowledgeTree DMS > KnowledgeTree Hot Folders Metadata > Adding KnowledgeTree Hot Folders Metadata

This procedures configures metadata for use with KnowledgeTree Hot Folders.

 

Note: Configuring metadata prior to using KnowledgeTree Hot Folders is an optional, although recommended, task - you can upload with unknown metadata. However, note that if you specify document types, fieldsets, or fields in the XML that have not been added to the KnowledgeTree DMS, these will be ignored in the XML.

 

Perform the following tasks:

1.Use your administrator credentials to log in to KnowledgeTree's Web interface.

 

2.Click DMS Administration to open the repository's administrative module.

 

3.Click Document Metadata and Workflow Configuration.

 

4.Configure metadata:

 

•create document types

Warning: Do not disable KnowledgeTree's 'default' document type.

•create fieldsets - one or more.
•create fields - one or more - within each fieldset.
•associate the fieldsets with the document type.

 

Note: For more information on adding document types, fieldsets, and fields, see the KnowledgeTree Administrator Manual.

 

 

 

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