Open navigation

Create Metadata Template

Restriction: You need to be signed in using an administrator's account in order to make these adjustments.

User Menu > Settings > Configuration Options > Metadata > Templates

Admins can create metadata templates consisting of Keywords, Tags, and Custom Fields. Metadata templates can 
be useful when uploading content into your main library or preparing Upload Links. 

Metadata templates can save time and make sure, that a minimum of metadata is added immediately when uploading 
new files. Up to 50 templates can be displayed and used. 

How to create a Metadata Template

  1. Go to your Metadata settings and choose Templates.
  2. Type in a Name.
  3. Select which fields you would like to Include in your custom template.
    Note: If you select Custom Fields, be sure to create Custom Fields before or after creating your custom template. Instructions on Custom Fields can be found here.
  4. Click on the Edit symbol in order to make specific entries.
    You can filter your Keywords by typing or you can click on the search bar to see a list of your entries. Click on any to add them.
    Type in your desired Tags one by one and press enter to add them.
    If you have included Custom Fields you will be able to select what fields to include. 
    Click on the plus sign and a dialog box will appear.
  5. When you are done, be sure to click Save and you're all set!

How to enable Metadata Templates

To enable Metadata Templates for your uploads and metadata editor you will need to click on the checkmark. If there 
is only one Metadata template it would be activated automatically. If the checkmarks appears in a light blue tone then
the template will appear in the editor.

To make sure you see the Metadata Template in the Editor when you upload assets, you will need to go to Settings > Configuration Options > Custom Configuration > Metadata Editor (Upload) and click on the plus icon > click Save.

When uploading a file and adding further information to your asset, you can find your newly created template.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.