Configure a custom document type with a specific set of custom metadata (index fields). These could include text fields, date fields, dropdowns, etc.
The documents are retrievable through field-specific search in the advanced search dialog, so you can find a document based on the value of a specific attribute.
A one time fee per one document type applies, plus annual maintenance fee.
Included
-
Ability to attach custom metadata to documents uploaded to Circularo
-
Document filters in Advanced Search based on custom metadata
-
Third-party reports using the custom information (requires the Custom metadata and KPI Export customization)
Not included
-
Any Custom eDoc templates
-
eDoc inline template
Required from your side
-
List of the metadata fields to be associated with the documents, including the data types
-
Definition of any custom reports to be included
Examples
