Creating menu metadata fields

When creating a metadata field it is possible to populate the information using a menu of choices. Using a menu cuts down on simple mistakes like spelling errors and forces the user to stick to a controlled vocabulary when describing a document in the document management system.

There are three types of menu fields that can be created in the software:

  1. Drill down menu. Provides a hierarchical menu structure. Menu options are managed using the administration screen.

  2. Drop down menu – FileHold managed. A flat menu structure. Menu options are managed using the administration screen.

  3. Drop down menu – Database Managed. As above, except the menu options are managed externally to the administration screen.

Additional information is available on editing and deleting metadata values.

Knowledge Base

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