Metadata profiles include a set of fields that, if applied, require users to include
additional information when sending a package. Metadata profiles can be applied all
new, normal packages or to individual dropboxes.
Go to Server > Metadata and click Add New
Name the metadata profile and click Create.
Select a field option from the drop-down menu and then click Add
Field. You can add multiple metadata fields.
- Text input: Create a single-line text
- Text area: Create a multiline text
- Option list: Create a radio button-based options
- Date Field: Create a date picker.
Each field option has its own template. The following instructions differ
depending on the field option you selected.
Enter a descriptive name for the metadata field in the
Label field. This text is displayed beside the field
option on the New Package / Send to Dropbox page.
- Text Field / Text Area: Restrict users from using the character
specified in the Illegal Characters field. Fields are
validated for illegal characters when the user tries to send the package.
Warning messages appear listing the illegal characters.
- Option List: Enter the list the options a user can choose from in the
- Date Field: Configure the Date format of the date
For Text Fields and Text Areas, set the max number of characters for the field.
The maximum length must be between 1 and 999.
Note: The sum total maximum length of all fields (including labels, options, and
date fields) must be less than 2000 characters. If the sum total exceeds
2000 characters, all max length fields are reset to the default (100
Require a user complete this field. Select
Preview the metadata fields. Click Save and Preview.
When finished, click Save. You are redirected to the
Metadata Profiles page.
Click Edit to modify your profile or Delete
to remove it.