The Platform allows you to "tag" one or multiple documents, in order to filter your documents using this tags as metadata.
Metadata can be applied two ways:
- via the Platform UI
- via the package itself
After importing your documents (see guide section "Documents import"), select the documents you wish to apply metadata to:
Click on "Add Metadata". You'll be prompted to select / write the following:
- add and existing or new metadata
- select the metadata name and the type it will be. This will determine the possible values for it.
- input your metadata value (example: for a Boolean metadata type named "Signed contract", the value could be "True" or "False"
- Validate to apply the metadata
To add metadata using the reciTAL client, simply follow the recipe below:Add metadata to a file
Updated 4 months ago