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Only prompt for mandatory metadata when saving documents and emails

Colin Titmuss
  • Updated

When saving files to SharePoint via the browser the user is not prompted to enter custom metadata.  To record custom metadata the user must add it later by selecting the uploaded file and editing its properties. If any of the custom metadata columns are defined as mandatory (Required) the file will remain checked out until the metadata has been provided.

MacroView DMs and DMS Pro streamline the upload process by displaying the properties dialog when saving new documents and emails if there are any mandatory or optional metadata properties defined.  This allows the document to be uploaded and checked-in in a single operation.

Don't prompt for optional metadata

If there are mandatory metadata columns defined for the selected content type, MacroView will ALWAYS display the properties dialog when uploading documents and emails.

If there is optional metadata defined and you want MacroView to behave the same way as the browser (i.e. not display the properties dialog on upload) you can change the option When saving a Document, prompt for and/or When saving an Email, prompt for under MacroView Options.

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Allowing Email Filing Rules to save emails

The all required and optional properties option can be particularly useful if you use Email Filing Rules and are saving emails to areas that have non mandatory metadata columns that would otherwise not save automatically.

For details about each of the four options see Controlling when the properties dialog is displayed as files are saved.

Version support

MacroView DMS and DMS Pro 8.8.24 or later.