Required Metadata

Required Metadata allows you to specify that the one or both of the documents must have a specific value (or no value) in the designated metadata field in order to create a relationship of this type.

To set up required metadata:

  1. Select a Metadata Name from the menu.
  2. Enter a Metadata Value in the corresponding textbox.
  3. Select a Rule from the menu.
  4. Click on the Add button.