Managing Metadata, Tags, and Labels

Metadata, Tags, and Labels can be used to annotate your files, trigger pipelines, and more without changing the actual data in your files. They can be added in multiple places in the product.

Although metadata, tags, and labels seem to be very similar, they are actually designed to be used in very different ways. For more information on this, read our Basic Concepts documentation on this topic.

Metadata, tags, and labels are managed in the Attribute Management page.

Viewing Metadata, Tags, and Labels in the Attribute Management Page

You can create, view, and add labels, metadata, and tags in the Attirubte Management page. To view the Attribute Management Page, do the following.

  1. Click the Profile icon.
  2. Click Manage Metadata & Tags. The Attribute Management page appears.
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Attriibute Management Page

  1. To view the existing labels, metadata, and tags in the system, click on the buttons on the left side of the page near the top part of the page.

Creating a New Label

To create a label, complete the following steps.

  1. In the Attribute Management page, click the Label button.
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  1. Select Add New Label from the upper right side of the page.
  2. In the Create New Label Field, enter Label value, then click Save.
  • Label Field Values must be less than 128 characters.
  • Labels Field Values can only include letters, numbers, spaces, and the symbols +, -, ., or _.
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Create New Label Field

  1. The label is created and appears in the list.

Deleting a Label

To delete a label, complete the following steps.

  1. In the Attributes Management page, click the menu to the right of the entry you want to delete. The delete menu appears to the right of the menu. You might need to scroll to the right to see it.
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Delete option

  1. Click the Delete option.
  2. A warning message appears. Click the OK button.

Adding a New Metadata Field

To create a metadata field, complete the following steps.

  1. In the Attribute Management page, click the Metadata button.
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  1. Select Add New Metadata Field from the upper right side of the page.
  2. In the Create New Metadata Field, enter Metadata field name, then click Done.
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Create New Metadata Field

  1. The metadata is created and appears in the list.

Edit a Metadata Field

To edit a metadata field, do the following.

  1. In the Attributes Management page, click the menu to the right of the entry you want to edit. The edit menu option appears to the right of the menu. You might need to scroll to the right to see it.
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  1. Make the changes desired, then in the Edit Metadata field window, click Done.

Deleting a Metadata Field

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NOTE:

Removing a metadata property on this screen only impacts search behavior. It does not remove the value from the files it was previously attached to.

To delete a metadata field, do the following.

  1. In the Attributes Management page, click the menu to the right of the entry you want to delete. The delete menu appears to the right of the menu. You might need to scroll to the right to see it.
  2. Click the Delete option.
  3. A warning message appears. Click the OK button.

Adding a New Tag

To add a tag, complete the following steps.

  1. In the Attribute Management page, click the Tag button.
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  1. Click the rectangle at the end of the list of tags that has this text in it " + Add Tag." Add your tag text.
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Tags

  1. Hit the RETURN or ENTER key on your keyboard.
  2. The tag appears in the list. (Term is alphabetized and placed in the correct place in the list.)

Deleting a Tag

To delete a tag, in the Attribute Management page, click the "x" to the right of the tag wording.