Administrators can now predefine a folder’s meta data. Normally, every time a user uploads a file to Chapoo, he fills in pre-structured information – meta data – about the document. He selects for example the document type, discipline and floor. Once the user has filled in the form and uploaded the file, a record of the form will be saved and attached to the document.
Now this process can be automated by the administrator by creating a new folder with the meta data already included. So, each time a file is uploaded the right meta data is automatically attached.
How to do this?
First, go to the Administration app. Then, click on Structure. Next, you can add an existing form to the chosen folder. You should have already created the form in the forms app. As a result, users can now upload files to the folder and the meta data is added automatically to the file.
The benefits of adding Meta data
1. Advanced search
Use the advanced search of the filled in forms to find a document. For example: Search for Plan (Document type), Electrical (Discipline) of the third floor. This really comes in handy if you don’t know exactly where the plan is stored on Chapoo.
2. Search through the records
You can search through the records of the filled in form in the Form Viewer.
3. Automatically generate a name
Optionally generate a name for the document based on the filled in form.