Adding metadata to document types

When you create a metadata group resource, you must specify which document type resources to connect the metadata group to.

Figure 8

Connecting a metadata group to two document types

You can manually select one or more existing document type resources in the same resource set as the metadata group. You can also select the option Auto-apply to all Document types to connect the metadata group to all document type resources in the resource set. By selecting this option, the metadata group is automatically connected to each new document type you create in the resource set.

To connect a metadata group to existing document types

1	In the resource set, double-click the metadata group. The Metadata group editor opens.

2	Click Share. The Document types view opens.

3	In the Document type list, select all document types to connect the metadata group to.

4

Click OK.

To connect a metadata group to existing and future document types

1	In the resource set, double-click the metadata group. The Metadata group editor opens.

2	Click Share. The Document types view opens.

3	Select Auto-apply to all Document types and click OK.