Manage Organization Metadata View Field Templates

Home > selected Organization > menu or right-click > Settings > eDiscovery Templates > Metadata View Fields
Project > Settings drop-down > Organization Settings > eDiscovery Templates > Metadata View Fields

Requires Organization - Metadata View Fields - View, Add/Edit Permissions

Users in a role with the appropriate permissions can manage the Metadata View Fields using an Organization template. This affects which fields are shown by default when the user is viewing document metadata in the Document Viewer.

When you select a template type from the Organization Settings, a user with the appropriate permissions can use the top-level Templates context menu to perform the following action:

Create a template by clicking the (New Template) option, which launches the New Template properties dialog.

For a selected template, a user with the appropriate permissions can click the ellipses and use the context menu to perform the following actions:

Save to Template – Launches the Save to Template dialog, which enables you to save current settings to an available template, or select New Template, which launches the New Template dialog.
Load from Template – Launches the Load from Template dialog, which enables you to load the settings from a System template or Organization template you select using the option. The loaded settings and fields then appear.

Select Set As Default, which marks the selected template as the default template. This is not available for the Default template of a given type, or for any other template already set as the Default.

Edit – Launches the Edit Template dialog, which enables you to edit the template name and/or description of the selected template.
Delete – Delete a template, which causes the display of a popup asking you to verify the deletion of the template from the Organization.

From the Templates > Metadata View Configuration section of the Organization management view, you can do the following:

View a list of templates for Metadata View Configuration.
Add a Metadata View template using the Add option, which launches the New Template dialog.
Edit a Metadata View template using the Edit option, which launches the Edit Template dialog.
Save a Metadata View template to an available template using the Templates > Save to option, or load the settings from an available template using the Templates > Load from option.
Delete a Metadata View template using the Delete option, which presents you with a popup asking you to verify the deletion of the template from the Organization.
Select Set as Default, which marks the selected Metadata View template as the default template.

View a list of Available metadata fields. A brief description appears for each field. (Hover over the description to see the entire description.) The Available metadata fields appear with categories such as Email Properties, Document Properties, eDiscovery Properties, Digital Reef Properties, File System Properties, Forensic Image Properties, General Properties, and Digital Reef Analytic Properties. Each group is represented by a folder, which is open by default (as indicated by the open folder icon ); you can click the folder to close a grouping and then reopen it.
Review the initial Default Metadata View with the default grouping of metadata fields, which appears on the right side of the screen (for example, Email Properties, File System Properties, and Digital Reef Properties). Each group is represented by a folder, which is open by default (as indicated by the open folder icon ); you can click the folder to close a grouping and then reopen it.
Create your own default Metadata view. Drag-and-drop the metadata fields you want to view from the Name field of the Available Metadata list to the appropriate place in the Default Metadata View list. Select the order of the folders and select the order of the fields, reordering in the view as needed. Use existing or new folders that you define to group your metadata, the way you want to see the metadata fields grouped.

Save your changes or cancel them.

Available Fields Information and Actions

The Available Fields list contains the fields that have not yet been assigned to the Metadata View Fields.

Field Name – The name of an available metadata field that has not yet been assigned to the Metadata View Fields list. This list is sorted alphabetically, in ascending order, as indicated by the arrow. Hover over the field name to see a description of the metadata field. Also, refer to The Metadata List for more information about the metadata fields.

Filter text box – You can use the Filter text box under the Field Name column on the Available Fields list to filter by field name. (The icon indicates that filtering is available.) Using the Filter box enables you to pinpoint the items you want to work with based on a Filter term search containing one or more characters you enter. You can explicitly apply a filter by typing one or more characters in the text box and clicking Enter (the return key). If you type one or more characters in the text box, the software will automatically apply the filter for you, and the text box changes to a yellow background color. For any applied filter, you can then clear the filter by removing the text in the box and clicking Enter, by removing the text from the box, or by clicking the that appears at the far right of the Filter box. Clearing a filter restores the list to its original state.

Description – A description of an available metadata field. Hover over the description to see the entire description.

Use the appropriate checkboxes to select one or more or all fields to add to the Metadata View Fields list, as follows:

(top-level field checkbox) — Use the checkbox that appears at the top of the list of fields to select all fields. To clear the selection of all fields in the list, clear the top checkbox.If you select one or more but not all fields from the Available Fields list, the top checkbox changes to to indicate that one or more fields have been selected, but not all fields.
(per-field checkbox) — Use the checkbox to the left of a field name to select that field. To clear the selection of a field, clear the checkbox.

— After you make the appropriate checkbox selections on the Available Fields list, you can click the right green arrow button to add the selected fields to the Metadata View Fields. (This arrow becomes active when you make selections on the Available Field list.)

To perform drag-and-drop of an Available field to the selected Metadata View Fields list, select the icon for a given field and drag it to the appropriate spot in the list. You can use Shift+click to select a range of contiguous fields or Ctrl+click to select a range of non-contiguous fields. You can also use the checkboxes to select fields and then use the icon. For a new entry, you can drop the field(s) to the entry that contains the hint text Drag fields here.

Metadata View Fields Information and Options

The Metadata View Fields list contains the fields that have been assigned as Metadata View fields to appear when you view document metadata. At least one field is required in the list, as indicated by the red asterisk * to the right of the Metadata View Fields column header.

Field Name – The name of a metadata field that has been assigned to the Metadata View Fields list. By default, a number of email-related fields (bcc, cc, from, received, sender, sent, subject, and to) and key properties (filemd5, filename, filetype, size, handle, and importpath) are included in the Metadata View Fields and are initially shown alphabetically if you use the supplied default Metadata View template. The sort icon no longer applies here because you can rearrange the fields to a custom order.
(top-level field checkbox) — Use the checkbox that appears at the top of the list of fields to select all fields for drag-and-drop. To clear the selection of all fields in the list, clear the top checkbox.If you select one or more but not all fields, the top checkbox changes to to indicate that one or more fields have been selected, but not all fields.
(per-field checkbox) — Use the checkbox to the left of a field name to select that field. To clear the selection of a field, clear the checkbox.

To manipulate fields in the selected Metadata View Fields list, you can use the following:

Select the icon for field(s) in the Metadata View Fields list (or select the checkbox) and drag the field(s) to the appropriate spot in the list. This allows you to rearrange fields in the list. You can also drag selected fields back to the Available Fields list.

For a selected field, click Move Up to move the field up an entry in the list.
For a selected field, click Move Down to move the field down an entry in the list.
For a selected field, click to delete the selected field from the list, which returns the field to the Available Fields list on the left.

(left red arrow) — To move selected fields back to the Available Fields list, you can click the left red arrow (This arrow becomes active when you make selection on the Metadata View Fields list. )

Main Toolbar Options

Save – From the toolbar, saves the changes to the Metadata View Configuration at the Organization level. You cannot save an empty Metadata View Fields list, so if you remove all fields from the list, the Save button will be disabled.
Discard Changes – From the toolbar, cancels the changes to the Metadata View Configuration.

Unsaved Changes Popup

If you navigate away from your current screen (a Settings screen or a Workflow) before saving any changes you have made, or you use the or ESC key to close a Settings screen before saving any changes you have made, you will see a popup with the following options:

Save Changes — Saves your changes and continues navigating away.
Discard Changes — Does not save your changes and continues navigating away.
Cancel — Does not save your changes and does not navigate away (you remain on the current screen).

Note: If you remove all fields from a Metadata View list and start to navigate away, the Save Changes option will not be available in the popup. You will only be able to discard the changes or cancel.

Metadata View Options

Once you review the list of metadata and determine which fields you want to include, you can make your own metadata field selections .

Toolbar Options

— Enables you to temporarily filter the Available Metadata list by typing and finding a field beginning with what you type. For example, if you only want to see the fields that are related to dates, type date in the box. To clear the filter, click the x to remove the content from the box and the original list reappears.
Save – From the toolbar, saves the changes to the Metadata View Configuration at the Organization level.
Cancel – From the toolbar, cancels the changes to the Metadata View Configuration.

Templates > Save to – Saves settings to an available template, or select New Template, which launches the New Template dialog.
Templates > Load from – Loads the settings from a template you select using the option. The loaded settings and fields then appear.

Folder, Subfolder, and Field Options

New folder– Adds a new folder. Double-click on the new folder to edit and name it (or click Edit).
New Subfolder – Adds a new subfolder. Double-click on the new folder to edit and name it (or click Edit).
Edit – Enables you to edit a selected folder or subfolder.
Delete – Deletes a selected folder, subfolder, or individual field.
Save – Becomes active when you double-click a folder or subfolder, or click Edit to edit a folder or subfolder. Enables you to save changes to an edited folder or subfolder.
Cancel – Becomes active when you double-click a folder or subfolder, or click Edit to edit a folder or subfolder. Enables you to cancel changes to an edited folder or subfolder.

You can also reorder the fields in the list once you drag-and-drop them in your default Metadata View Configuration.

Unit of Measure Options

Unit of measure – Enables you to use a drop-down list to select the unit of measure you want to view in the Case and/or use for export operations. You can choose Bytes (the default), KB, MB, or GB. This option affects the display of the size metadata field value in the Documents tab of a view, the Metadata tab of the Document Viewer or Email Thread Viewer, and the size values that appear in an export manifest. The selected unit of measure set for the Case is the initial value shown in the Export dialog, but you can change the unit of measure for an individual export operation. When you change the unit of measure from the Case Metadata View Configuration, remember to click Save from the top toolbar to put the change into effect. Refreshing a document list after the change shows you the new unit of measure (for example, the value followed by KB, MB, or GB).