Manage Property Sets
A property is a document metadata field that is a member of a property set. Each property set appears as a separate heading on a property tab. Portal provides predefined sets of system properties that are available to all projects as described in Standard Property Descriptions. Portal also supports one set of configurable custom properties as described in Manage Custom Properties.
Your organization might not need all of the available property sets or properties. You might also want to reorganize the order of the property sets and properties as they appear on property tabs. Portal makes that as easy as drag and drop.
The labels of property sets that are seen by users can be customized as described in the following task. The labels of individual properties can be customized as described in Manage Custom Properties.
You must have the Tenant Administrator role to perform the tasks on this page.
To navigate to the Property Sets tab:
-
On the Meridian Portal Landing page, at the bottom of the navigation bar, click Account Settings 
.
-
In the Account Settings menu, click Document Properties.
The Document Properties list appears and shows the existing properties.
-
Click the Property Sets tab.
The list of property sets appears.
-
Follow the appropriate procedures below.
To add a property set:
-
In the toolbar, click the Add icon 
.
The Add Property Setdialog box appears.
-
Click options or type values using the descriptions in the following table.
-
Click Save.
The property set is added to the Property Sets list.
Property options
| Name |
Type a permanent internal name for the property set. Must be unique (case-insensitive) within the project and cannot be changed later.
|
| Label |
Type the name of the property set as you want it to appear to users.
Special characters (including, but not limited to / and \ ) should not be used in property set labels.
|
| Note |
Add any notes that you want to record about the property set.
|
To change the display order of property sets:
Properties may only appear in one property set.
To change the display order of properties:
-
In the bar of the property set that contains the property that you want to move, click the down arrow 
.
The bar expands to list the properties contained in the property set. If you want to move a property from one property set to another, also expand the destination property set bar.
-
Drag and drop the property names into the desired order.
The order is saved automatically.
To change the label of a property set:
-
In the row of the property set that you want to delete, click the Edit icon 
.
The Edit Property Set dialog box appears.
-
Click options or type values using the descriptions in the following table.
Property set options
| Label |
The visible name of the property set as it appears to users on property tabs.
|
| Note |
For administrative reference only. Not seen by users on property tabs.
|
-
Click Save.
The property set label is updated in the Property Sets list.
You may only delete property sets that have not been used.
To delete a property set:
-
In the row of the property set that you want to delete, click the Delete icon 
.
A dialog box opens, asking you to confirm your choice.
-
Click OK.
The property set is removed from the Property Sets list.
Add Property Set