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Editing metadata in the Metadata panel

How to change the metadata of one or more files, work with predefined term lists, and what to know before you edit many files at once.

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Editing metadata is a quick way to make your files easier to find.

Editing a file’s metadata

  1. Select a file.
  2. Open the Metadata panel if it is not already visible (Alt+M).
  3. Change the fields you need, such as the description, tags or status.

You need the permission to edit metadata. If a field is greyed out, either you do not have that permission or the field is read-only, like the creation date.

Working with several files

When you select more than one file, the Metadata panel shows the metadata of the selected files. Take the time to try this on a few test files first, so you see how fields with different values behave before you apply a change to a larger group.

Predefined term lists (taxonomies)

Some fields only accept values from a list your organization has set up. This keeps spelling and naming consistent. Click the field, choose one or more values, and click the Back button at the top of the panel when you are done.

Links in metadata

URLs in multi-line fields such as the description, and in multi-value fields such as tags, are shown as clickable links below the field.

Copies and sensitive fields

When a file is copied, some fields, such as copyright information, can be set up so that they can be edited only on the original. If you cannot edit a field on a copy, this is probably why.

Bruce Persaud
Written by Bruce Persaud
In this article Editing a file’s metadata Working with several files Predefined term lists (taxonomies) Links in metadata Copies and sensitive fields

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  • Metadata explained: what it is and why it matters
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