How do I add Meta Data to my Documents?

Table of Contents :

How do I add Meta Data to my Documents?

1.	Login to your account using the username and password provided. Note: These login details will be the same as the FLYdocs web platform.
2.	Select a Client from the Client dropdown and then select 'OK'.
3.	Click on Scan at Source tab.
4.	Select Historic/ BAU Scanning
5.	Select a Centre
6.	Select a Component from the grid.
7.	Select the 'View' icon at the right side of the component row to enter the Box/ Folder level window for the selected component.
8.	Double click on the box you want to enter.
9.	Then double click on the folder you want to enter.
10.	Once within the folder, select the first document you wish to add meta data to.
11.	Then at the top of the window select the 'Edit Meta Data' option within the 'Actions' dropdown at the top of the window.
12.	Selecting this option will open a panel at the bottom of the screen.
13.	Within this panel you will be able to input the meta data text you want to add to this document within the 'Metadata' text box.
14.	Once you have inputted the metadata for the selected document, Click on SAVE button to save the metadata you have added.
15.	OR click on Save and Next button, to save the changes you have made to the selected document and move to the next document within the grid.
16.	Selecting either of the save options will save the meta data you have inputted and will be uploaded along with your documents.

Choose files or drag and drop files

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