Atualizado em 05 de agosto de 2021 Metadata is additional information related to the classification; an additional field that does not exist in Qualiex that must be informed when we send / revise a document. When we send / revise a document, a Metadata tab will appear with the registered fields. After creating the classification, we can register the metadata. Go to Dashboard. Click on Docs – Documents. 3. Click on “Classifications”. 4. Then click on “New”. On the Metadata tab , click add. The field to fill in the data will be displayed: Name: Enter the name of the field to be filled. Use a dash to separate words, not spaces. Type: Define the type of the field. Text: Allows you to enter a short text. Long Text: Allows you to insert a longer text. Date: Displays a calendar for selecting a date. Numeric: Allows you to enter numbers. Single Selection (List): Displays a list, allowing you to select only one option. Multiple Selection: Displays a listing, allowing you to select more than one option. List: Enter the list that will be displayed when the field type is Single Selection (List) or Multiple Selection. Default Value: Information entered in this field is automatically filled in documents that use header and footer templates in Word or Excel. Mandatory: Define whether filling in the field will be mandatory or not.
