29 Jul 2019

Edit items in file and folder metadata iSheets

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Product Area Filter iSheets

You can edit file and folder metadata from several locations if you have the appropriate permissions to do so:

From the iSheets module

  1. When in the iSheets module, click More actions and select Edit:

You can make changes from the Edit record window and click Save to commit those changes.

  1. For file metadata iSheets, when in the iSheets module, you may click the file name to view the file in the viewer and edit the metadata from the panel beside the viewer.
  2. File and folder metadata may also be updated in bulk using the iSheet import process. See the Importing iSheet Data article for more information.

From the files module

  1. From the files module, click More actions next to the file or folder you want to edit the metadata for and select Edit details:

From the Edit screen, click the Metadata tab, make any required amendments and then click Save to commit the changes:

  1. For file metadata only, you may edit the metadata columns as you are viewing the document by clicking the Edit icon:

This will open the metadata for editing. Click the Save button at the bottom right to commit any changes made:

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