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How do I add Meta Data to my Documents in a Hyperlinked row?

Table of Contents :

How do I add Meta Data to my Documents in a Hyperlinked row?

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. Select the tab Scan at Source at the top of the application.  
4. Select the sub tab for 'Template Scanning'.
5. Select a particular centre.
6. Select a component type and component from the combo boxes provided.
Note: Selection of both fields are mandatory.
7. The page will then update listing the Records Library for component selected.
8. Select the 'View' icon at the right side of the component row to enter the Box/ Folder level window for the selected component.
9. Once new window will open, Double click on the Folder Name. It will open that folder in a new window.
10. Select the document you want to move to another location.  
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.  
Note:- If you do not see this option appear it is due to access restrictions for your user account. please contact an administrator.
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  1. Lauren Partridge

  2. Posted
  3. Updated

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