Working with Templates

Templates allow you to attach a variety of metadata to documents. A template consists of a collection of template fields, each of which holds a specific item of information relating to a document— customer names, filing dates, telephone numbers, unique ID codes, or anything else you choose to attach. Template information can include words, numbers, dates and times.

Filling Template Fields

1. Open the Fields tab of the Metadata dialog for the document whose fields you wish to fill.
2. Type a value in each template field you wish to fill, or select a value for list fields.
   Note:

   If you want to fill a Date or Date/Time field with the current date and time, press the spacebar.
3. If you are viewing the metadata dialog on its own, click OK to save the values. If you are viewing it in the Document Viewer, save the document to save the values.

If you are filling a template field in the Document Viewer, you can open the text pane and drag text directly from that pane into the relevant template field. As long as the text pane is not in Edit mode, the text will only be copied, not moved. This is useful for quickly filling template fields with information from the document – for instance, an author's name or title.