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.
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Go to Server > Metadata and click Add New
Profile.
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Name the metadata profile and click Create.
Faspex redirects you to the Edit Metadata Profile page.
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You can set the max length and restrict illegal characters for the package
title and note. You can also disable the ability to add a note to the package by
clearing the Enabled checkbox.
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Select a field option from the drop-down menu and then click Add
Field. You can add multiple metadata fields.
Each field option has its own template. The following instructions differ
depending on the field option you selected.
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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.
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Create a metadata field. You can create one of the following types of fields:
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If you want to make a field required for a user, select
Required for that field.
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Configure restrictions for a package title.
Under Title, set the max number of characters for the Title of a package in
the Max length field. Restrict users from using the
character specified in the Illegal Characters field.
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Configure restrictions for a package note.
Under Note, set the max number of characters for the note of a package in the
Max length field. Restrict users from using the
character specified in the
Illegal Characters field.
You can also disable the note by clearing the
Enabled checkbox.
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Preview the metadata fields. Click Save and Preview.
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When finished, click Save. You are redirected to the
Metadata Profiles page.
Click Edit to modify your profile or Delete
to remove it.