Custom Metadata

Custom Metadata Fields Overview
Vault has a wide number of available metadata fields, but Enterprise accounts are also equipped with the ability to create unlimited custom metadata fi...
Mon, May 7, 2018 at 4:07 PM
Create Custom Metadata Categories
Vault has a wide number of available metadata fields, but Enterprise accounts are also equipped with the ability to create unlimited custom metadata fie...
Fri, Feb 24, 2017 at 11:13 AM
Create Custom Metadata Subcategories
Once you've established metadata fields, you can generate subcategories to further refine your data by following these steps.  Create Custom Met...
Tue, Jun 19, 2018 at 9:54 AM
Add an Open Text Metadata Field
When creating your custom metadata fields, you have the option to leave the option open-ended rather than prescribing a drop-down list of acceptable catego...
Fri, Feb 24, 2017 at 11:18 AM
View Custom Metadata Fields
Once you've created your Custom Metadata Fields, you can view the results in Vault by following these steps.  View Library Go to the Assets...
Fri, Feb 24, 2017 at 11:20 AM
Edit a Custom Metadata Field
Should you need to change the categories or update the naming convention of your existing Custom Metadata, follow these steps.  Edit a Custom Metadata...
Fri, Feb 24, 2017 at 11:22 AM
Delete a Custom Metadata Field
If you've created a field in error or have finished experimenting with a particular category, you can permanently remove a Custom Metadata Field. As...
Fri, Feb 24, 2017 at 11:24 AM
Search Custom Metadata Fields
When you want to conduct a search using one or more Custom Metadata Fields, simply go to Assets / Custom Metadata. If you are an admin, you will se...
Mon, Jan 28, 2019 at 10:08 AM