Adding Metadata to a Template - Adding Metadata to a Template - You can add metadata to a template. Examples of metadata include text, URL, date, integer, list , variable, email, and so on. - Content Innovation Cloud - Hyland Credentials - Current/Hyland-Credentials/wnf1712825423101 - Current - Current

You can add metadata to a template. Examples of metadata include text, URL, date, integer, list , variable, email, and so on.

1. Open a template in edit mode.
   The template opens in the designer and is displayed in the Layout tab.
2. Select the Metadata tab.
   The Metadata tab is displayed along with an Add submenu button.

   
3. Click Add.
   The following metadata submenu options are displayed:

   • Text
   • Date
   • URL
   • Integer
   • List
   • Variable: The variable metadata allows you to pick specific recipient data if you want to include it in the Metadata tab.
   • Multi-line
   • Email
   • Number
   • Boolean: The available values are Yes and No.
   • Multi-Select
4. Select a metadata submenu option as required.
   A form field relevant to the option selected is displayed. For example, the image below shows the form fields of the Variable metadata.

   
5. Enter the required information in the different fields and click Save.
   Note: You can choose to make a metadata mandatory by selecting the required check-box.