Skip to content

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 Metadata panel on the right, click the pencil icon next to Metadata. The panel turns into a form, with Save and Cancel buttons at the top.
  3. Open Document Category and select the category.
  4. Fill in the metadata fields shown for that category. Expiry Date is editable here too.
  5. Click Save. Click Cancel to discard your changes.

Example Walkthrough

  1. Open the document preview and click the pencil icon on the Metadata panel.

    Document preview with the Metadata panel in edit mode

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

    Metadata panel form with category and 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.