Site options

Creating custom site metadata for matter management

To create custom site metadata for matter management, within your profile drop-down menu, select
System admin
.
The
System admin
 screen opens. Within the
System admin
 screen, select
iSheet admin
.
The
List of iSheet templates
 screen opens. Within this screen, there is a new iSheet called
Site metadata
.
Click the
Site metadata
 iSheet.
Adding and editing Site metadata columns
Once you have clicked the
Site metadata
 iSheet, the
List of sheets
 screen opens.
You can
Add
 and
Edit
 both
Columns
 and
Views
.
Adding, editing and deleting columns
To add a new column, or to edit or delete an existing column, click
Add / Edit
 under the
Columns
 tab.
The
List of columns
 screen opens.
Adding a new column
In this screen, to add a new column, select
Add new column
.
The
Create columns
 screen opens. Enter the information for your column.
Once you have created your column, select
Save
. Your new column will be displayed in the
List of columns
 screen.
Editing an existing column
To edit an existing column, click on the name of the column you wish to edit.
The
Edit column
 screen opens.
Edit any details you need to edit and select
Save
 to save your changes.
Deleting an existing column
To delete an existing column, within the
List of columns
 screen, select
Delete
 for the column you wish to delete.
You'll get a warning message asking you if you want to delete the column and telling you all values are deleted forever.
Select
OK
 to confirm the deletion, or
Cancel
 to cancel.
Once you have created your columns, they start displaying data within the context of your site.
Site metadata management
Matter managers can store and report on standard metadata for a site in addition to custom site metadata.
In addition, matter managers can compare the previous values of site metadata to find out.
  • The change in the size of a site
  • The number of users on a site
  • The previous value of custom metadata fields
You can decide what standard and custom fields to display in the 'Manage sites' and 'Manage templates' pages.
The export and preview will also follow the field selection on the 'Manage sites' page.

This article applies to:

  • Product: HighQ
  • Subject: Setup