What is metadata and how to I complete this?
Metadata ensures information can be found easily including its origination, which is important for audit purposes. Check out[ ][1][Introduction to Metadata][2] to understand more. [1]: https://edocuments.happyfox.com/staff/kb/articles/107-2-managing-files-introduction-to-metadata [2]: https://edocuments.happyfo…
02. Managing Files - Introduction to Metadata
It is vital that all 'metadata' fields about the file are completed. This ensures that information can be found easily including its origination, which is important for audit purposes. The file upload screen displays a number of metadata fields that need to be completed. If these documents are being collected from a…
01. Managing Files - Introduction
Files can be uploaded to standalone files list placeholders or files block placeholders appended to schedules. A Files List has a** PENCIL **symbol (_Fig 01.1_) and a Summary Schedule has a **VIEW/EDIT DETAILS** button (_Fig 01.2_). _Fig 01 - Placeholder Icons_ ![][1] The metadata must always be populated for both…
01. Outputs - Documents & Files
Information can be output to Documents and will follow the format of the template. Select **OUTPUT **from the menu. _Fig 1: Output menu_ ![][1] From the dropdown select one of the following: * **Document (.docx)** - exports all contents of the document template. * **Document and associated files (.zip)** - e…
05. Schedules - File Upload
To upload a single file to a Summary Schedule use the drag and drop function or upload using the file manager. Once done, the metadata can be competed as detailed within the Introduction to [Metadata][1]. **Note: ** The file reference and description columns will automatically populate with the file name, for guidan…
