Metadata Panel

Metadata Panel is activated by default when you select a document.

As an Administrator, you can not only view a document’s metadata, but you can also change the content of some of the Metadata fields. The buttons at the bottom of the panel provide access to several essential functions, such as saving changes and moving to the next document in the metadata panel. Refer to the screenshot below:

Notice that you can manually enter dates in the format as preferred by you if you have enabled this option from your My Profile Settings → General Information section.

You can also shuffle back and forth between documents in the grid by clicking the Previous Document and Next Document links at the bottom of the Metadata panel.

The Metadata Panel also provides the Claim button and the More (Settings) icons at the top of the panel to allow you to claim documents in workflow and perform various actions on the document.