Features

Metadata-Management

Custom Metadata Fields

Custom Metadata Fields 

Custom Metadata Fields are user-defined data attributes that describe and contextualize documents beyond file names or folders. They transform documents into structured, queryable business records.  

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Features

Powerful features built for efficiency, security and scale

AI-Powered Classification

Let our intelligent engine auto-suggest or assign metadata based on document content using machine learning, reducing manual effort.

Advanced Data Extraction

Automatically extract key values like invoice totals, PAN numbers or dates from documents using OCR and pattern recognition.

Seamless Metadata Integration

Sync metadata with external systems like CRMs, ERPs or HRMS platforms to maintain consistency and reduce data entry duplication.

KeY Capabilities

Business-Specific Metadata Design

Create metadata fields such as Loan ID, Employee ID, Vendor Code, Contract Type, Expiry Date or Project Name. 

Mandatory & Conditional Fields

Ensure critical documents are never uploaded without required metadata, improving completeness and audit readiness.

AI-Powered Auto Tagging

Automatically populate metadata from documents using OCR and intelligent classification, reducing manual effort.

Metadata-Driven Search & Retrieval

Find documents instantly using filters like customer number, department, date range or document status.

Workflow & Compliance Triggers

Use metadata to initiate approvals, alerts, renewals or archival based on document type or validity.

Structure your documents with custom metadata for faster search and smarter control.

Use Cases

Solutions Across Departments

Centralized employee records for compliance and lifecycle management

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Employee Code for unique employee identification
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Joining Date to track tenure and eligibility
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Policy Version to manage compliance and updates
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Appraisal Cycle for performance review timelines
Centralized employee records for compliance and lifecycle management

Structured financial data for audits and regulatory readiness.

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Loan Number for account level tracking
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Customer ID to link financial records
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Invoice Date for billing and reconciliation
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PO Number for procurement validation
Structured financial data for audits and regulatory readiness.

Organized contracts for visibility, risk control and renewals.

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Contract Type to classify agreements
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Counterparty Name for stakeholder identification
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Renewal Date to avoid missed obligations
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Risk Category for compliance and exposure tracking
Organized contracts for visibility, risk control and renewals.

Project documents streamlined for governance and compliance.

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Project ID for centralized project documentation
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RERA Number to ensure regulatory compliance
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Unit Code for asset-level reference
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Approval Authority for governance and control
Project documents streamlined for governance and compliance.

FAQ’s

Frequently Asked Questions

Can I create different sets of metadata for different document types?

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Yes. You can define metadata templates based on document categories (e.g., invoices, contracts, employee forms).

What metadata field types are supported?

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Text fields, dropdowns, dates, checkboxes, numbers, radio buttons, multi-select fields and more.

Can metadata be made mandatory for document uploads?

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Absolutely. You can configure rules that enforce metadata completion before document submission.

Can users edit metadata later?

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With proper role-based access, metadata fields can be edited, versioned and audited.

Unlock the Future of Document Management

Discover a new era of efficiency, where powerful features and intuitive design work together to elevate your file management experience.

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