Editing Document Metadata

Contents Previous Next

Working in KnowledgeTree's Web Interface > Browse Documents > Working with Documents > Editing Document Metadata

This procedure edits a currently selected document's document type and associated metadata, and edits the document's generic metadata.

Note: Editing metadata updates the metadata version, and not the content version number.

Perform the following steps:

1.	Log in to KnowledgeTree's web interface; then, open the document's Document Details page.

2.	In the Document actions menu, click Edit Metadata to open the Edit Metadata page.

Note: This page displays metadata fields that are associated with the document's current

document type, and metadata that applies to all document types in the system.

Edit document metadata

3.	Do you want to ...

•

change the document type? Click the document type link to open the Change Document Type page. Select a document type from the New Document Type pick list; then, click Update Document. You will need to update the metadata associated with the new document type. Update the document metadata, now including metadata specific to this document type.

•	edit existing metadata? View existing metadata values on the page, and make the changes in the various fields as required.

4.	When you're done, click Update Document.

© 2008, 2009 KnowledgeTree Inc. - Document Management Software
This work is licensed under a Creative Commons Attribution 3.0 License.