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      Insert or Delete Metadata Table

      Contents

      • Overview
      • Pre-conditions
      • Steps
      • Notes

      Overview

      A metadata table is a table in the document content that displays all the metadata fields and values found within the screen selected in the document's default layout.

      In the document editor (Policy Management) or document viewer (Policy Portal), the table is represented by a marker rather than showing the whole metadata table. The metadata table is fully displayed once exported.

      The metadata table will appear in the following exports*:

        • Policy Management:
          • DOCX
          • PDF
          • Audit Report
        • Policy Portal:
          • DOCX
          • PDF

      Pre-conditions


      • Document Level Permission: 'Owner', 'Editor'.

      Steps

      Insert Metadata Table:

      1. Click on a paragraph within the document.
      2. Click Insert.
      3. Select Metadata.

      Delete Metadata Table:

      1. Hover with the mouse over the left side of the inserted metadata section.
      2. Select Delete.
      3. Click Archive.
      4. Click Yes.

      Notes

      • While a document is unreleased/drafted, every time an amendment is made to the default layout, that amendment is reflected in real-time into the exports.
        • An amendment is:
          • Change of which screen is used.
          • Change of what fields are included/excluded in the screen.
          • Change of the value(s) in 1 or more metadata field(s) in the screen.