Edit Document Metadata

What this helps you do

Update the business fields that describe a document, such as category, reference number, expiry date, department, or workflow-related values.

System metadata and business metadata

System metadata is maintained by DeskDox and includes fields such as owner, uploaded date, updated date, status, folder, version, and audit timestamps. Business metadata is entered or edited by users and is used for search, workflow decisions, lifecycle policies, reporting, and compliance.

Edit metadata

Open the document, then use Edit Metadata or Business Metadata Edit if the action is visible. Update the fields that need correction and save the changes. Required fields must be completed before the update can be accepted; optional fields can be left blank unless your process requires them.

Where enabled, Emii can assist with metadata suggestions by reading the document content and proposing relevant values. Suggestions should be reviewed by the user before saving.

Validation and audit impact

Metadata validation errors mean a required value is missing, has the wrong type, or does not match the expected format. Expiry metadata must be a valid date/value when lifecycle rules depend on it. After a successful save or update, the document details reflect the revised metadata. Metadata changes can affect workflow routing, lifecycle calculations, search results, and audit history. DeskDox records metadata edits for compliance.