Skip to content

Applying Custom Property Sets

Add metadata to folders and documents using custom property sets.

Applying to Folders

  1. Click the Action icon on the folder
  2. Select Folder Properties
  3. Scroll to the Custom Properties section
  4. Select a custom property set from the dropdown
  5. Enter values for each field
  6. Optionally check Apply to sub-folders and documents
  7. Click OK

Bulk Application

Use the "Apply to sub-folders and documents" option to apply the same property values to all contents within the folder.

Applying to Documents

  1. Click the Action icon on the document
  2. Select Document Properties
  3. Scroll to the Custom Properties section
  4. Select a custom property set from the dropdown
  5. Enter values for each field
  6. Click OK

Required Fields

Required Values

Some custom property fields may be required. These will be clearly marked and must be completed before saving.

Permissions Required

Permission Can Apply Custom Properties
Change Yes (default minimum)
Full Control Yes
Read only No

Library Policies

Library policies may require higher permissions or restrict custom property application entirely.

See Also