Templates

The application allows you to define document types, also called templates and reusable libraries of custom metada called attribute sets. Each template has a name, a description and one or more attributes. when you upload or edit a document, you can assign a template and specify the values for it's attributes.

To add a new template, you must click the Add template button and is sufficient to specify a unique name. Moreover, you can also select an existing template to view all associated attributes.

In the Properties pane it is possible to add more attributes by clicking Add attributes, then select the attributes you want to add between one or more defined set of attributes.

Attribute sets

Click the Attribute set tab to manage the set of attributes. You can imagine the attribute set as a library containing definitions of reusable attributes. The attributes defined here can then be used in different templates.

To add a new set, you have to click on the Add attribute set button and then it is sufficient to specify a unique name. Moreover, you can select an existing set to see all the associated attribute definitions.

In the right side of the Properties panel you can define a new attribute by filling the Attribute name and clicking on Add/Update, the new attribute will appear in the Attributes list. You can reorder the position of the elements in the list and of course you can select whatever attribute and modify it's definition at any time.

Presets

For the attributes of type String you can also define the Input Mode preset that will display to the end user a list of possible options to choose. The options can be managed by clicking on Attribute options.

You can also Import and Export huge lists of options in CSV format.