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Update Metadata of Document

Purpose

Update a document's category and metadata fields. A document can have only one category at a time, and the selected category controls which metadata fields are shown.

Prerequisites

  • You are signed in to EisenVault One.
  • You can open the document in preview.
  • You have permission to edit document metadata.

Before You Begin

If no custom category is selected, the document uses Default Content Category. Choosing a custom category replaces the current category for the whole document.

Changing metadata can create a new document version when metadata versioning is enabled.

Update Document Metadata

  1. Navigate to the document and open it in preview.
  2. In the right-hand actions panel, click Edit Metadata.
  3. Open Document Category and select the category.
  4. Fill in the metadata fields shown for that category.
  5. Click Save Changes.

Example Walkthrough

  1. Open the document preview and click Edit Metadata from the actions panel.

    Document preview with Edit Metadata highlighted

  2. Select the category, fill the category-specific fields, and click Save Changes.

    Document metadata drawer with category fields

Expected Result

  • The document is assigned to the selected category.
  • The metadata values are saved on the document.
  • The document can appear in Categorized dashboard views when the selected date range includes the category or metadata update.
  • Audit trails and version history may show the metadata change, depending on system settings.