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Editing custom metadata

You can easily edit any custom metadata that you've set up.

  1. Click Custom Metadata in the RM Admin Tools.
  2. Select an option in the Object column: Non-Electronic Document, Record, Record Category, or Record Folder.

    The right column lists any custom metadata that's already been defined for the selected object.

  3. Click Edit to the right of the metadata you want to work with.

    The Edit Metadata Property page displays.

  4. Make the required changes then click Save.

    Note: You can't edit the type (text, boolean or date) or the Mandatory option for existing custom metadata.

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