Modifying Document Type Fields

In some cases, you may need to change which metadata fields are available for a particular document type.

1. To initiate a change in the availability of metadata fields, click the Doc. Type Fields tab next to the Profile tab in the panel on the right.

   

2. Uncheck the Inherit from {Category Name} box at the top of the pane to break the inheritance.

   The pane becomes active, no longer grey in appearance.

3. Click the boxes in the columns marked Visible and Required as dictated by the client request.
   Note: If you have already established a standard set of metadata fields for the documents, you can use this shortcut:

   1. Click Tools.
   2. Select Clone Fields from.

      Then select another document type whose metadata fields are the same.

4. When you have finished making the requested changes, click Save at the bottom of the pane.
   Note: The Search box allows you to type in simple search criteria to help you find particular metadata fields in the list.