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Metadata Configuration

This section contains information on how to configure metadata of your documents. Review the following for additional information:

Document Metadata Fields​

This list specifies which internally generated fields are to be used:

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Metadata Field Mappings​

This table allows additional metadata fields to be generated by mapping an already existing field name to a new name.

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Metadata Value Mappings​

This list allows metadata values to be mapped from a source value to a new target value.

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For example, if we create an entry for the field “Modified By”, with Source=”Cheryl Tweedy” and Target=”Cheryl Cole”, then a document with this metadata:

“Modified By: Cheryl Tweedy;”

Will generate an index with this metadata:

“Modified By: Cheryl Cole;”

This facility can be useful when you need to align metadata field values for example when employees change their name or are replaced by different people.

Owner Mapping Priorities​

This feature applies to the CSE-owner function for a workflow. Suppose, you want to email the documents after the classification to the CSE owner. Then you may need to specify what is the role you stand for these documents: Owner, Author, Creator, etc. You can prioritise any of these roles by clicking thearrowup or arrowadown arrows.

For example, if your document is owned or authored by you, but not modified or created, you may choose this priority:

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