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Manage the properties for content

The following sections describe how to manage properties for your content on Windows and Mac.

  • Windows
  • You can view, edit, and update file and folder properties (i.e. metadata) from the Windows Explorer menu actions.

    By default, you can view and edit general properties, such as Title, Name, Description, and Author (if you have the correct permissions).

    1. In your Alfresco synced folder, find the file or folder that you want to update.

    2. Right-click the item and select Properties.

      A window appears displaying a number of properties. For example:

      By default, the properties are read-only.

    3. Click Edit to start editing the content.

      Note that the Edit button changes to Save (if you have edit permissions on the selected content).

    4. Click Save to update the content.

      New changes are shown in the properties panel for Share or Digital Workspace.

      Note:

      • The Edit button is not available in the following cases:
        • If a file is declared as a record. See Governance Services for more.
        • If your role is set to Consumer or Collaborator on files. See Permissions for more.
      • There are validation checks for all fields.
        • For example, if a property is incorrectly left blank when you click Save, a red background appears indicating that there’s a problem. Correct the content to fix the problem.

    Bulk editing of properties

    You can also edit properties (i.e. metadata) in multiple files simultaneously. The steps are similar to what’s described earlier.

    1. Select multiple files, right-click and select Properties.
      • This shows the common properties between all of the selected files.
    2. You can now view and edit those common properties.

      For example, if you edit the Title field, that title will be updated in all of the selected files.

  • Mac
  • You can view, edit, and update file and folder properties from the Mac Finder menu actions.

    By default, you can view and edit general properties, such as Title, Name, Description, and Author (if you have the correct permissions). If enabled by your IT team, you may be able to view and edit additional properties.

    1. In your Alfresco synced folder, find the file or folder that you want to update.

    2. Right-click the item and select Properties.

      A window appears displaying a number of properties. For example:

      By default, the properties are read-only.

    3. Click Edit to start editing the content.

      Note that the Edit button changes to Save (if you have edit permissions on the selected content):

      Note: This example shows a different file with an additional aspect (i.e. Webable) and related properties (i.e. Description and Title).

    4. Click Save to update the content.

      New changes are shown in the properties panel for Share or Digital Workspace.

      Note:

      • The Edit button is not available in the following cases:
        • If a file is declared as a record. See Governance Services for more.
        • If your role is set to Consumer or Collaborator on files. See Permissions for more.
      • There are validation checks for all fields.
        • For example, if a property is incorrectly left blank when you click Save, a red background appears indicating that there’s a problem. Correct the content to fix the problem.

    Bulk editing of properties

    You can also edit properties in multiple files simultaneously. The steps are similar to what’s described earlier.

    1. Select multiple files, right-click and select Properties.
      • This shows the common properties between all of the selected files.
    2. You can now view and edit those common properties.

      For example, if you edit the Title field, that title will be updated in all of the selected files.

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