Metadata Settings
The Metadata section in Settings is where Org Admins and Project Admins configure the custom fields and auto-numbering schemes that classify and identify documents. Access: Settings → Metadata.
Fields
The Fields panel lists all metadata fields available in this project.
| Column | Meaning |
|---|---|
| Name | Field label shown in the document form |
| Type | dropdown / text / date / toggle |
| Required | Whether the field must be filled before saving a document |
| Scope | Org (all projects) or Project (this project only) |
| Options | For dropdown fields: number of defined options |
| Display Order | Position in the document form |
Field types
| Type | Input | Use when |
|---|---|---|
| Dropdown | Select from predefined options | Classification fields with a controlled vocabulary (discipline, zone, type) |
| Text | Free-form text up to 255 characters | Contract references, package codes, notes |
| Date | Date picker | Issue dates, target dates, contract milestones |
| Toggle | On / Off checkbox | Boolean flags (e.g. "As-built", "BIM-linked") |
Adding or editing fields
Click New Field or click an existing field name to edit it.
See Custom Metadata Fields guide for detailed field configuration instructions and option code rules.
Numbering
The Numbering panel lists all auto-numbering schemes configured for this project.
| Column | Meaning |
|---|---|
| Scheme Name | The name you gave the scheme |
| Format Preview | An example of the output format (e.g. STR-DWG-ZA-0001) |
| Status | Active / Inactive |
| Counters | Number of independent counter buckets in use |
Creating a numbering scheme
Click New Scheme to open the Token Builder.
Segments you can add:
| Segment type | Description |
|---|---|
| Metadata field code | Inserts the code for a dropdown field (e.g. STR for Structural) |
| Literal text | Fixed text (e.g. a separator - or a prefix PRJ) |
| Sequential counter | Auto-incrementing number with configurable width and start value |
| Year | Current year (2-digit or 4-digit) |
See Auto-Numbering Schemes guide and Auto-Numbering Tokens Reference for full configuration details.
Activating a scheme
Only one scheme can be active at a time per project. Click Activate on the scheme you want to use. All new documents created after activation will use the scheme.
Counter management
Click a scheme's Counters link to view and adjust counter values. This is useful during migration (to align counters with an existing register) or if an import incorrectly advanced a counter.
See Document Numbering Admin guide for counter adjustment procedures.
Reordering fields
Drag the handle (⣿) on any field row to change its position. The display order determines where the field appears in the document creation and edit form.
What's next
- Custom Metadata Fields guide — field types, option codes, required flag
- Auto-Numbering Schemes guide — Token Builder walkthrough
- Document Numbering Admin — counter management and migration