When you create or edit an existing folder, you can configure custom metadata fields for that folder as shown in the following example of the Update Metadata field names screen:

To add custom metadata fields to a folder:

1. Click Settings > Folders. A list of all monitored folders displays.

2. To update an existing folder, click the Edit icon on the row with the folder you want to edit. To create a new folder, click the Add icon.

3. On the second page of Create/Edit Folder window, enable Add/remove custom metadata fields and click Next to display the Update Metadata field names dialog.

4. To add a metadata field name, type it into the Enter metadata field name field and click the Add button or press enter.

   To upload a file with multiple field names, click the Upload button and add the file from the browser. The file should contain the name of one metadata field in plain text on each line. For example:

   client-phone
   client-name
   account-number
   agent-name

   All added field names are listed under Custom metadata field names. To remove a field name, click its Delete icon.

   Note:

   As a best practice, do not preface custom metadata field names with =, +, -, or @. These characters may cause unexpected system behavior:

   • Field names prefaced with + or - are not included in search results.
   • Field names beginning with =, +, -, or @ are prefaced with an apostrophe ' in CSV exports to prevent spreadsheet applications from interpreting such labels as formulas.

5. Save the list of custom metadata tags by clicking the Create or Update button. Changes will not be saved if you navigate away from the window before saving.