Recently we announced that using the latest version of pdfDocs (4.5 U2), you can add user-defined columns into a pdfDocs Binder project that can present document custom metadata. So, what does this mean exactly?
A lot of our users who work with document management systems (DMS) like iManage and Worldox have specific metadata fields that are unique to their setup. For example, a firm’s documents in iManage may have a tick box field for ‘Approved’ or ‘Not Approved’. These fields are how a firm or organization manage their documents in a way that works best for them.
Now, Binder users can import these custom metadata values straight into a Binder project from iManage, Worldox, and other data sources like Microsoft Office document properties.
Editable metadata columns can be added even without any metadata mapped to the files. For each metadata column choose between data types like date/time, checkbox, number or plain text.
Custom metadata fields in Binder not only line up with how documents are managed in a particular DMS, it also makes it even easier to view and sort files within the pdf Binder project. Use a checkbox as a visual cue – such as ‘Signed’ or ‘Approved’ – or simply sort the files according to case number or client.
All of your custom metadata fields can be displayed in the Table of Contents, as well as any headers or footers.
Product Manager for pdfDocs Alan Wheat was in charge of the team of developers working to create this new feature. “At DocsCorp we want our products to work the same way our users do. So, it was important to us that pdfDocs Binder was as flexible and as customizable as possible. Now, there’s an even better flow between an iManage or Worldox DMS and pdfDocs Binder and we can’t wait for our users to benefit from these improvements.”
Ready to add custom metadata to your Binder projects? Log in to the Resource Portal and install the latest version of pdfDocs now.