Categorize Documents with Metadata
Metadata includes the document name, the user who created the document, and the date and time the file was created, and it is obtained automatically in XML format when a document is scanned. Metadata can be used to categorize documents intended for data searching as well as to process jobs with the Metadata Converter and Decision Point process connectors.
Metadata is categorized into basic and custom metadata elements.
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Basic metadata: Basic metadata elements are defined by the system and are automatically added to a document when the document is scanned. This contains values and data that are not configurable.
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Custom metadata: The administrator adds elements other than basic metadata for each workflow. Custom metadata can be configured to enable users to enter values and text on the operation screen of the device when a document is scanned, or users can enter the metadata in a text box or select from the drop- down list.
Metadata elements are managed by the element name (ID).
Some basic metadata item names can be selected from a drop-down list when a connector is configured. To specify a metadata element not displayed or a custom metadata element, enter the element name (ID) manually in the list box according to the rule.
- To output metadata in XML format, use the XML Transformer without specifying an XSL file. For details, refer to page 308 "XML Transformer".
- For details about configuring the custom metadata for each workflow, refer to Configure Metadata Settings
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