Import Metadata to Documents in Clipboard
Project owners, document controllers, contributors, and contractors can import metadata into documents in the clipboard and update document properties in bulk. To do this, you need to create a metadata file in either UTF-8 Comma Separated Values (CSV) format or Microsoft Excel (XLSX) format.
Create and edit metadata file
The metadata file includes document properties as column headers, allowing you to update the properties of documents in the clipboard. We recommend exporting the metadata of the documents in the clipboard and using the export file as a template.
The metadata file must include either the Item ID or Filename column. Meridian Portal matches the imported metadata with the repository documents based on the Item ID property or the Filename property if the Item ID column is empty. If both columns are empty, the system skips the document and does not update its properties.
Ensure the import file has no empty or invalid column names.
When you import an empty property, it clears the existing property value. However, if the property requires a value, the system retains the existing value before the import.
To prevent overwriting specific properties, exclude their columns from the metadata file.
The import file replaces all existing document property values, and this action cannot be undone.
Import metadata
- Add documents to the clipboard.
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Export the documents' metadata or create a metadata file.
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Edit the property values in the metadata file.
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In the clipboard toolbar, click Metadata.
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Click Import Metadata.
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Click Import.
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Select the metadata file that you want to import, then click Open.
The Import Metadata dialog shows the progress of the import. If the system can't import a property, it skips that property and continues the import.
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After reviewing the results, click Close.
After the import completes, the system automatically checks each document for compliance. If the metadata file contains errors, the dialog displays them in the output field. Errors might include messages such as Property with Name 'propertyname' has a missing value or Document not in clipboard. To resolve errors, open the metadata file, locate the corresponding Item ID, and correct the value.
