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…
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…
