Through the standard classifications, you can create and group together the metadata, i.e. features that can be set by users designated to files and folders. The fields set as metadata will become characteristics of the file and will therefore be displayed by all users who will have access to the content. In order to create metadata:
- Click on the menu icon in the top-left corner of your account’s homepage to access your DASHBOARD.
- Access the CLASSIFICATIONS section.
- Click on the + ADD NEW symbol located in the top right.
- In the window that is going to pop up on your screen, specify a significant name for the group of metadatas you are creating.
- Select the company this standard classification will belong to from the drop-down menu.
- Select the color that will be associated to the new standard classification by clicking on the colored square or typing the color code in the associated field.
- In the ADMINISTRATORS field, enter the username of those who will be authorized to make changes and configurations to the standard classification being created.
- In the TYPE field, select STANDARD CLASSIFICATION from the drop-down menu.
- Click on SAVE.
- Click on the ADD NEW item to the right of the screen.
- Enter the NAME to be assigned to the metadata being created.
- In the ASSIGNABLE BY area, display the users authorised to assign the metadata by entering their usernames or the group they belong to.
- In the TYPE area, select the type of metadata you want to create (boolean, string, dropdwon, number, date).
- If you want the metadata to be visualised in the dedicated column within the main page of the platform, check the item in the VISIBLE area.
- Click on SAVE to complete the operation.
- The metadata will now be available within the standard classification to which it belongs. Once assigned by the designated users, it will be displayed in the INFO side panel of the file or – if this setting has been activated – in the dedicated column of the file manager.