Templates & Metadata
- "File Already Exists" Error When Creating Template Documents
- Can Hyphens be used within Metadata?
- Adding Missing Metadata
- Updating Record Metadata
- Setting up Transmittal Document Templates
- Setting up Drawing Templates
- Adding Metadata to a Project
- Updating Metadata in a Project
- Setting up Office Document Templates
- Create Metadata
Updating Record Metadata
You may need to update a record's metadata as it may have been entered incorrectly or may have changed since the record was created in CMap PIM
Before you get started, be aware that you cannot edit the metadata of an Office Document or PDF, a record that has been issued, or a record with multiple revisions. In certain situations, however, you can update the Record title.
How to update record metadata
- Go to the project site.
- Go to the 'Records' area.
- Find the relevant record and click it.
- In the pop-out panel, click on the 'About' tab.
- Make the changes you require and then click on 'Update' to embed the changes.