File and folder metadata iSheets
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This article applies to:

  • Product: HighQ
  • Subject: iSheets,Setup

Edit items in file and folder metadata iSheets

You can edit file and folder metadata from several locations if you have the appropriate permissions:

From the iSheets module

In the iSheets module, select
More actions
 and select
Edit
.
Make changes in the
Edit record
 window and select
Save
 to commit those changes.
For file metadata iSheets, when in the iSheets module, you may click the file name to view the file in the viewer and edit the metadata from the panel beside the viewer.
File and folder metadata may also be updated in bulk using the iSheet import process. See the Importing iSheet Data article for more information.

From the files module

From the files module, select
More actions
 next to the file or folder you want to edit and select
Edit details
.
From the
Edit
 screen, click the
Metadata
 tab, make any required amendments and then select
Save
 to commit the changes.
For file metadata only, you may edit the metadata columns as you are viewing the document by clicking the
Edit
 icon:
This will open the metadata for editing. Click the
Save
 button at the bottom right to commit any changes made.

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