Update Document Metadata

PaperSave gives you the ability to update one or more Profile Field values for multiple selected documents at the same time.

 

Let us understand the functionality in a better way by following the below steps:

 

1. Open Host Application.

 

2. Select a desired record for a particular Transaction Type.

 

3. Then click Show Documents option.

 

Assumption:

We assume that multiple documents are already added to the selected record using Add Document(s) option.

 

4. As you will click Show Document(s) option, Document Explorer window will open as displayed below. Now select multiple documents by checking the checkboxes available against each document. Or you can check the checkbox available on the header of the grid to select all the documents in a single click. Then select Options tab and click Update Document Metadata button.

 

Note:

· Update Document Metadata button will only work when you have selected the document by checking the checkbox and not just by selecting the grid.
· Update Document Metadata button will only get enable if Profile Fields exists for the selected document.
· Please make sure that you have rights to modify Document Metadata values.

 

Click on image to magnify/shrink
Click on image to magnify/shrink

 

5. PaperSave Batch Update Document Metadata window will open as displayed below. You can view the list of Profile Fields that has been created for the selected Document Type from PaperSave Settings. Now you can select the desired Profile Fields that needs to be updated by selecting the checkbox against each Profile Field. Or you can click Select All button to select all the Profile Fields in a single click. Thereafter, you can update the Profile Field values as per your requirement either manually or you can click Apply Template button to fill the values using Template. Once you are done with the necessary Profile Field updates, you need to click Update Document Metadata button to update the changes. You should see a successful message once the Document Metadata is updated successfully. Click OK and exit the window.

 

Assumption:

We assume that Profile Fields exists for the selected Document Type.

 

You can follow same steps as mentioned above if you wish to update document metadata from Multiple Document Explorer window.

 

Note:

Please make sure to check the checkbox for the Profile Fields that needs to be updated before clicking Update Document Metadata button or else you should see below displayed window.

 

Update Metadata message

 

 

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Click on image to magnify/shrink