What are file and folder metadata iSheets?
iSheets may be associated with the files module by creating file and folder metadata iSheets. These iSheets allow additional custom fields to be added to files and folders.
In the example above, the file metadata iSheet contains several columns, including:
"Document type" - a mandatory choice column with an image associated with each choice option,
"Matter ID" - a single line text column, and
"Date" - a date and time column
A view of the file metadata iSheet is configured to display these columns along with the file column, and the "Client 1" folder has been configured to display this view (
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File view
).
You can add system-generated File status columns to a View, such as approval template status (approved, rejected or awaiting approval), Contract Express status (ready or incomplete), or DocuSign signature status (sent for signature or signed)
Associating an iSheet with files or folders is useful for tracking and displaying additional information in the files module, and can help users find relevant files more easily. As the number of files and folders in a site increases, users can search and filter using iSheet metadata to locate what they are looking for.
Only one file metadata iSheet is allowed per site. Likewise, only one folder metadata iSheet is allowed per site. Both a file and folder metadata iSheet can be associated with the same site, however, the same iSheet cannot be used for both
Identifying metadata iSheets
As of May 2023, metadata iSheets are identified in lists of iSheets with a prefix:
[DM]
represents a file metadata iSheet ('
D
ocument
M
etadata').
[FM]
represents a folder metadata iSheet
[TM]
represents a task metadata iSheet