Metadata
Everything You Need to Know About Setting Up Metadata Templates and Fields at the Organizational and Project Levels
- Organization Metadata TemplateHere's how to create metadata templates for your organization. You can use these templates on all projects created by your organization. They are automatically available in your projects.
- Organization Metadata FieldsIn this article, you'll learn how to create metadata fields for your organization. You can reuse these fields in templates within your organization and in your projects.
- Hide Metadata from External UsersDo you work with subcontractors, suppliers, or other external parties? If so, you can configure each metadata field to determine whether it is visible to external users when they upload or edit documents.
- Project Metadata TemplateHere's how to create project metadata templates. You can only use these templates within this project.
- Project Metadata FieldsIn this article, you'll learn how to create project metadata fields. You can reuse these fields in templates within the project. These fields are not visible in other projects.
- Link a metadata template to a folderIn this article, you'll learn how to link metadata to folders within your projects.
- Pinning and Dragging Metadata FieldsIn Prostream, you can customize the order of the metadata to suit your preferences. You can drag and drop columns or pin them so they always remain visible.