Hi Guys - had a look around the forums and it seems like the two ways to add metadata to documents is through property groups and if really simple - keywords.
My Question is - is there an easier way?
What I would've envisaged happening is that when you add a document you pick a document type from a drop down (eg Sales Invoice or Purchase Order).
If you set your document as a sales invoice - it would make available a set of metadata fields (eg. Sales Person, Client etc).
If you set your document as a Purchase Order - it would make available a set of metdata fields (eg. Supplier, Part Name etc).
In search - you could then say I want to search for this document type and it would allow you to input values into the fields - eg. Sales Person = Tom
Is there a feature that I'm missing in openKM - that does this?
I find property groups quite hard to work with. Also you optionally set them up against each document rather than making a document have a mandatory type.
My Question is - is there an easier way?
What I would've envisaged happening is that when you add a document you pick a document type from a drop down (eg Sales Invoice or Purchase Order).
If you set your document as a sales invoice - it would make available a set of metadata fields (eg. Sales Person, Client etc).
If you set your document as a Purchase Order - it would make available a set of metdata fields (eg. Supplier, Part Name etc).
In search - you could then say I want to search for this document type and it would allow you to input values into the fields - eg. Sales Person = Tom
Is there a feature that I'm missing in openKM - that does this?
I find property groups quite hard to work with. Also you optionally set them up against each document rather than making a document have a mandatory type.