Skip to Content
author's profile photo Former Member
Former Member

Portal Drive and META data

Hi

We are looking at the Portal Drive option to allow users to save documents into the KM from desktop applications such as Word and Excel.

When the users save the file (say for the first time) do they get some sort of popup for them to enter the META data for the file (like in EasyDMS)??

Does the Check-In process allow you to enter the META data?

I guess my main question is when do you enter the META data for documents saved/created on a Portal Drive and how.

Thanks in advance.

Doug

Add a comment
10|10000 characters needed characters exceeded

Related questions

2 Answers

  • Best Answer
    author's profile photo Former Member
    Former Member
    Posted on Dec 07, 2005 at 06:35 AM
    Add a comment
    10|10000 characters needed characters exceeded

  • author's profile photo Former Member
    Former Member
    Posted on Dec 07, 2005 at 06:28 AM

    > ...

    > When the users save the file (say for the first time)

    > do they get some sort of popup for them to enter the

    > META data for the file (like in EasyDMS)??

    No.

    > Does the Check-In process allow you to enter the META

    > data?

    I would think so. Edit your metadata, then check the document in.

    > ...

    Best regards, Julian

    Add a comment
    10|10000 characters needed characters exceeded

Before answering

You should only submit an answer when you are proposing a solution to the poster's problem. If you want the poster to clarify the question or provide more information, please leave a comment instead, requesting additional details. When answering, please include specifics, such as step-by-step instructions, context for the solution, and links to useful resources. Also, please make sure that you answer complies with our Rules of Engagement.
You must be Logged in to submit an answer.

Up to 10 attachments (including images) can be used with a maximum of 1.0 MB each and 10.5 MB total.