MetaData

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Online Database Capabilities for Files/Folders  

MetaData enables you to create custom forms for any folder, then enter and save any type of information along with files and folders.  A web-based spreadsheet offers rapid data entry, search filters, file and data record browsing, data export and other file actions, all from one screen.

MetaData Custom Forms are defined to include dropdown lists, checkboxes, memo fields, and all other common field types.  The MetaData form is defined for a folder, so all files and subfolders can accept data entry using the custom form, and you can define different forms for different folders in the account.  MetaData data entry forms are especially useful for shared folders, so people in a workgroup can enter data associated with files being shared. 

MetaData is useful for organizing files, tracking information on each file, and making files easy to search later.  Using the MetaData Spreadsheet, you can easily search for any saved data, and you can even enter new data on-the-fly with this web-based spreadsheet.  You can also customize Search Filters, Export the MetaData into Microsoft Excel, and edit MetaData using the custom data entry form.  Users can toggle between the Spreadsheet and the Form methods for entering data.

The MetaData features are easily accessed from the toolbar in FilesAnywhere, and available to all users. There is no software to install, and the features are compatible with all popular web browsers. 

Business users can employ MetaData to quickly add web-based data entry forms, so entire teams can enter and access data records from any location.  These "out of the box" database features are combined with FilesAnywhere's online file sharing features, so workgroups have a single place to work together on projects and stay connected anywhere. MetaData features can also be combined with FilesAnywhere's online document viewer, version control and version history features, so a simple document workflow can be created, shared and tracked, all online.

For example, a finance office adds a MetaData Custom Form to track data associated with contract documents.  Team members login to FilesAnywhere, save new documents to the contract folder and enter details about the contracts.  They might use a dropdown list to select a contract type, the status or which person is currently assigned.  They might click the calendar to select a contract date, enter a phone number, or click an option button.  Other team members having shared access to the folder search for MetaData make direct edits.  Users can also select matching files and take file actions, like downloading files, uploading new versions, or sending an email link to customers so they can download the files.


Getting Started
You can try the MetaData features right now with your account!  Just login, select a folder, then click the MetaData icon on the toolbar.  You will be prompted to define your own custom data fields.  This creates a Custom Form that you can use to enter the type of MetaData you want to track for items in the selected folder.

Don't have an account yet?  Sign up for a Free Account here to try out the MetaData features:  New FilesAnywhere Account


Your S
pecific Document Management Needs
Every team has different needs. Send us your specifications for the document management solution you are seeking, and we can customize your account and our services to meet the needs of your team.  FilesAnywhere provides paper document scanning services, customized document processing, and assistance in configuring tailored MetaData solutions, to fit your exact needs.

For more information regarding Document Scanning services, please visit our Document Scanning page.


MetaData Screenshots

METADATA CUSTOM FORMS:  Add Data to Files and Folders using your own defined field types.

 

METADATA SPREADSHEET: Browse, Search, Directly Edit MetaData Records
 

 

METADATA MEDIA LIBRARY: Use MetaData to Organize Your Media Files, photography, or personal files.

Leverage the MetaData features to catalog media files or documents, adding any details they wish to define, such as a dropdown list of media tags, photography attributes, or any other information they want to add about a saved file.


More Information  

The new MetaData features are part of FilesAnywhere's growing Online Document Management capabilities. FilesAnywhere is leading the competition in this area in several ways:
  • FilesAnywhere provides direct online access to Microsoft Office documents, PDF's, text files, and all image formats, with no download required.

  • Permission-based sharing is configurable for each individual person, at any folder level, and is done entirely via a web interface that works just like local shared folders.

  • Users can easily setup web-based Change Management features, like Version Control, Version History and Notifications.

  • Document Lifecycle Management features allow folder owners to automatically expire documents according to record retention rules, which can all be configured through the web interface. 

  • FilesAnywhere provides a file scanning service, converting paper documents to online digital format, for archive, search, workflow and collaboration purposes.

For more information please contact FilesAnywhere Toll Free at 866.805.1991

Related Links
  Document Scanning: FilesAnywhere Document Scanning Services
  About FilesAnywhere: More on FilesAnywhere
Sign-Up for FilesAnywhere: Click Here to Sign-up for a Free Account

Need Assistance with MetaData?

Please don't hesitate to call a support representative toll free: 866.805.1991 or +1.817.358.0822

 

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