Update Document Metadata

Update Document Metadata functionality facilitates you to update one or more Profile Field values for multiple selected documents at the same time. You should see Update Document Metadata button on Document Explorer window and Multiple Document Explorer window under Options tab.

 

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

 

1. Open Host Application. For Example, Host Application.

 

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

 

3. Below displayed window will open. Then click Show Documents option available in the left panel of the screen.

 

Assumption:

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

 

18. View Documents

 

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.

 

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 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.

 

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

 

6. Once you are done with the necessary Profile Field updates, you need to click Update Document Metadata button to update the changes and exit the window. You should see a successful message as displayed below.

 

Update metadata success