{"id":4357,"date":"2022-04-18T13:23:20","date_gmt":"2022-04-18T11:23:20","guid":{"rendered":"https:\/\/help.r2docuo.com\/knowledge-base\/video-tutorial-13-how-to-configure-metadata\/"},"modified":"2022-11-04T11:17:21","modified_gmt":"2022-11-04T10:17:21","slug":"video-tutorial-13-how-to-configure-metadata","status":"publish","type":"ht_kb","link":"https:\/\/help.r2docuo.com\/en\/knowledge-base\/video-tutorial-13-how-to-configure-metadata\/","title":{"rendered":"Video tutorial 13: How to set up metadata"},"content":{"rendered":"\n<p>In this tutorial we explain how to create metadata fields for your document categories in the category wizard. Metadata fields will enhance document search, allow custom queries creation and automatic document generation using templates.<\/p>\n\n\n\n<p class=\"wp-block-ht-blocks-messages wp-block-hb-message wp-block-hb-message--withicon is-style-alert\">We are working on updating our video tutorials. Although the functionalities and procedures shown are valid, <strong>the video below does not correspond to the current look and feel of Docuo<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-vimeo wp-block-embed-vimeo wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" src=\"https:\/\/player.vimeo.com\/video\/766892102?h=910cebe587&amp;dnt=1&amp;app_id=122963\" width=\"1200\" height=\"675\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\"><\/iframe>\n<\/div><\/figure>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td>Previous tutorial:<br><a href=\"https:\/\/help.r2docuo.com\/en\/knowledge-base\/video-tutorial-12-how-to-create-a-category-of-documents\/\" data-type=\"URL\" data-id=\"https:\/\/help.r2docuo.com\/knowledge-base\/video-tutorial-12-como-crear-una-categoria-de-documentos\/\">How to create a document category<br><\/a><\/td><td class=\"has-text-align-right\" data-align=\"right\">Next tutorial:<br><a href=\"https:\/\/help.r2docuo.com\/en\/knowledge-base\/video-tutorial-14-how-to-set-up-a-workflow-workflow\/\" data-type=\"URL\" data-id=\"https:\/\/help.r2docuo.com\/knowledge-base\/video-tutorial-14-como-configurar-un-flujo-de-trabajo-workflow\/\">Workflow<\/a>s<\/td><\/tr><\/tbody><\/table><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>In this tutorial we explain how to create metadata fields for your document categories in the category wizard. Metadata fields will enhance document search, allow custom queries creation and automatic document generation using templates. Previous tutorial:How to create a document category Next tutorial:Workflows<\/p>\n","protected":false},"author":4,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"content-type":"","footnotes":""},"ht-kb-category":[316],"ht-kb-tag":[],"class_list":["post-4357","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-video-tutorials"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Video tutorial 13: How to set up metadata - R2 Docuo | Help center<\/title>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Video tutorial 13: How to set up metadata - R2 Docuo | Help center\" \/>\n<meta property=\"og:description\" content=\"In this tutorial we explain how to create metadata fields for your document categories in the category wizard. Metadata fields will enhance document search, allow custom queries creation and automatic document generation using templates. Previous tutorial:How to create a document category Next tutorial:Workflows\" \/>\n<meta property=\"og:url\" content=\"https:\/\/help.r2docuo.com\/en\/knowledge-base\/video-tutorial-13-how-to-configure-metadata\/\" \/>\n<meta property=\"og:site_name\" content=\"R2 Docuo | Help center\" \/>\n<meta property=\"article:modified_time\" content=\"2022-11-04T10:17:21+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/06\/ILUDEST_CENTRODEAYUDA.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1200\" \/>\n\t<meta property=\"og:image:height\" content=\"630\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@R2Docuo\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/help.r2docuo.com\\\/en\\\/knowledge-base\\\/video-tutorial-13-how-to-configure-metadata\\\/\",\"url\":\"https:\\\/\\\/help.r2docuo.com\\\/en\\\/knowledge-base\\\/video-tutorial-13-how-to-configure-metadata\\\/\",\"name\":\"Video tutorial 13: How to set up metadata - R2 Docuo | Help center\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/help.r2docuo.com\\\/#website\"},\"datePublished\":\"2022-04-18T11:23:20+00:00\",\"dateModified\":\"2022-11-04T10:17:21+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/help.r2docuo.com\\\/en\\\/knowledge-base\\\/video-tutorial-13-how-to-configure-metadata\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/help.r2docuo.com\\\/en\\\/knowledge-base\\\/video-tutorial-13-how-to-configure-metadata\\\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/help.r2docuo.com\\\/en\\\/knowledge-base\\\/video-tutorial-13-how-to-configure-metadata\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Portada\",\"item\":\"https:\\\/\\\/help.r2docuo.com\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Video tutorial 13: How to set up metadata\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/help.r2docuo.com\\\/#website\",\"url\":\"https:\\\/\\\/help.r2docuo.com\\\/\",\"name\":\"R2 Docuo | Help center\",\"description\":\"Todos los recursos para usuarios, administradores y desarrolladores de de R2 Docuo a tu alcance\",\"publisher\":{\"@id\":\"https:\\\/\\\/help.r2docuo.com\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/help.r2docuo.com\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/help.r2docuo.com\\\/#organization\",\"name\":\"R2 Docuo | Help center\",\"url\":\"https:\\\/\\\/help.r2docuo.com\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/help.r2docuo.com\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/help.r2docuo.com\\\/wp-content\\\/uploads\\\/2023\\\/06\\\/ILUDEST_CENTRODEAYUDA.png\",\"contentUrl\":\"https:\\\/\\\/help.r2docuo.com\\\/wp-content\\\/uploads\\\/2023\\\/06\\\/ILUDEST_CENTRODEAYUDA.png\",\"width\":1200,\"height\":630,\"caption\":\"R2 Docuo | Help center\"},\"image\":{\"@id\":\"https:\\\/\\\/help.r2docuo.com\\\/#\\\/schema\\\/logo\\\/image\\\/\"},\"sameAs\":[\"https:\\\/\\\/x.com\\\/R2Docuo\",\"https:\\\/\\\/www.linkedin.com\\\/company\\\/r2docuo\"]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Video tutorial 13: How to set up metadata - R2 Docuo | Help center","robots":{"index":"noindex","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"og_locale":"en_US","og_type":"article","og_title":"Video tutorial 13: How to set up metadata - R2 Docuo | Help center","og_description":"In this tutorial we explain how to create metadata fields for your document categories in the category wizard. Metadata fields will enhance document search, allow custom queries creation and automatic document generation using templates. Previous tutorial:How to create a document category Next tutorial:Workflows","og_url":"https:\/\/help.r2docuo.com\/en\/knowledge-base\/video-tutorial-13-how-to-configure-metadata\/","og_site_name":"R2 Docuo | Help center","article_modified_time":"2022-11-04T10:17:21+00:00","og_image":[{"width":1200,"height":630,"url":"https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/06\/ILUDEST_CENTRODEAYUDA.png","type":"image\/png"}],"twitter_card":"summary_large_image","twitter_site":"@R2Docuo","schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/help.r2docuo.com\/en\/knowledge-base\/video-tutorial-13-how-to-configure-metadata\/","url":"https:\/\/help.r2docuo.com\/en\/knowledge-base\/video-tutorial-13-how-to-configure-metadata\/","name":"Video tutorial 13: How to set up metadata - R2 Docuo | Help center","isPartOf":{"@id":"https:\/\/help.r2docuo.com\/#website"},"datePublished":"2022-04-18T11:23:20+00:00","dateModified":"2022-11-04T10:17:21+00:00","breadcrumb":{"@id":"https:\/\/help.r2docuo.com\/en\/knowledge-base\/video-tutorial-13-how-to-configure-metadata\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/help.r2docuo.com\/en\/knowledge-base\/video-tutorial-13-how-to-configure-metadata\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/help.r2docuo.com\/en\/knowledge-base\/video-tutorial-13-how-to-configure-metadata\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Portada","item":"https:\/\/help.r2docuo.com\/"},{"@type":"ListItem","position":2,"name":"Video tutorial 13: How to set up metadata"}]},{"@type":"WebSite","@id":"https:\/\/help.r2docuo.com\/#website","url":"https:\/\/help.r2docuo.com\/","name":"R2 Docuo | Help center","description":"Todos los recursos para usuarios, administradores y desarrolladores de de R2 Docuo a tu alcance","publisher":{"@id":"https:\/\/help.r2docuo.com\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/help.r2docuo.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/help.r2docuo.com\/#organization","name":"R2 Docuo | Help center","url":"https:\/\/help.r2docuo.com\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/help.r2docuo.com\/#\/schema\/logo\/image\/","url":"https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/06\/ILUDEST_CENTRODEAYUDA.png","contentUrl":"https:\/\/help.r2docuo.com\/wp-content\/uploads\/2023\/06\/ILUDEST_CENTRODEAYUDA.png","width":1200,"height":630,"caption":"R2 Docuo | Help center"},"image":{"@id":"https:\/\/help.r2docuo.com\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/x.com\/R2Docuo","https:\/\/www.linkedin.com\/company\/r2docuo"]}]}},"_links":{"self":[{"href":"https:\/\/help.r2docuo.com\/en\/wp-json\/wp\/v2\/ht-kb\/4357","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.r2docuo.com\/en\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.r2docuo.com\/en\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.r2docuo.com\/en\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/help.r2docuo.com\/en\/wp-json\/wp\/v2\/comments?post=4357"}],"version-history":[{"count":0,"href":"https:\/\/help.r2docuo.com\/en\/wp-json\/wp\/v2\/ht-kb\/4357\/revisions"}],"wp:attachment":[{"href":"https:\/\/help.r2docuo.com\/en\/wp-json\/wp\/v2\/media?parent=4357"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.r2docuo.com\/en\/wp-json\/wp\/v2\/ht-kb-category?post=4357"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.r2docuo.com\/en\/wp-json\/wp\/v2\/ht-kb-tag?post=4357"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}