The assignment of metadata to folders is neccessary for the evaluation of the metadata in the upload. Without the assignment to the folder, entering the metadata or following a filnaming convention is not a requirement during the upload process and a read-out of the filename and routing will not be possible.
To assign the attributes go to „Assignments“ in the navigation menu under „Archives“, submenu „Attributes“:
Select the folder you want to assign an attribute for. A menu with all available attributes will appear to the right once selected.
Check the boxes you want to assign and click «Add» to save.
If attributes are assigned to a main folder they will automatically apply to all subfolders!
The option "Assignment overview" in the navigation menu shows all assigned attributes:
To assign properties to folders, go to „Assignments“ in the navigation menu under „Archives“, submenu „Properties“:
Select the folder you want to assign a property for. A menu with all available properties will appear to the right once selected.
Check the boxes you want to assign and click «Add» to save.
If properties are assigned to a main folder they will automatically apply to all subfolders!
The option "Assignment overview" in the navigation menu shows all assigned properties:
To assign keywords to folders, go to „Assignments“ in the navigation menu under „Archives“, submenu „Keywords“:
Select the folder you want to assign a keyword for. A menu with all available keywords will appear to the right once selected.
Check the boxes you want to assign and click «Add» to save.
If keywords are assigned to a main folder they will automatically apply to all subfolders!
The option "Assignment overview" in the navigation menu shows all assigned keywords:
An overview of all metadata assignments can also be downloaded for easy modification.
Click on „Export / import assignments“ in the navigation menu (either under Properties, Keywords or Attributes), then click on „Export“ to download the excel:
In the excel you can add or remove assignments as required. All folders are listed to the left, the metadata can be found across the top.
An „X“ indicates that the medadata has been assigned to that folder. Remove or add the X as neccessary.
If medadata is assigned to a main folder it automatically applies to all subfolders and does not have to be assigned to each individual subfolder:
Once you have made all modifications, save the excel to your hard drive and return to „Export / import assignments“
Select the file from your hard drive under „Import metadata assignment“ and click «Import» to upload.