Metadata Tab
The Metadata tab in the Metadata panel displays all details entered during the document addition process. Users with the required permissions can edit metadata fields.
To edit the metadata fields, follow the steps below.
- Select a document by checking the box.
- Open the metadata panel
- Make necessary edits in the metadata tab.
- Click on the Save button.
Additionally, click on the horizontal ellipsis (three-dot menu) to access the following options.
- Copy Field
- Paste Field
- Certify Document
- Create General Query
- Reject
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