Configuring metadata

When you store documents in the Document Broker repository you must add metadata to the documents. This metadata is used as search criteria in the Document Broker repository, and to sort and bundle documents collected from the Document Broker repository.

To be able to add metadata to the documents you must first create a document type resource for each document type (Invoice, Order, etc.) to store in the Document Broker repository. The document type resource must contain all metadata to add to the documents (maximum 500 metadata per document type), and this metadata must be enabled in Post-processing context. See Creating document types and metadata groups in the Document types and metadata documentation for more information on how to manage document types.