Creating metadata (index) fields, Indexing metadata – Brother BR-Docs User Manual

Page 42

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Chapter 2

38

Creating metadata (index) fields

2

Click Manage users and application settings

.

Click the Filing categories tab and then select the
document type for which you want to create
metadata or index fields.

Click the + button on the right of the Metadata
heading.
Type the name of the index field you want to create,
and choose the index type from the types of
document
drop-down list.

Select the Mandatory check box if you want to
require users to populate this index when filing a
document.

If the check box is clear, the index can be left blank
when a document is filed.

Repeat these steps for any other index you want to
create.
The index field names appear in the Metadata list
to the right of the Filing categories list on your
screen.

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