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What is a metadata file?

Metadata files are Excel or .csv spreadsheets. They are mainly used by document administrators.

When would I use a metadata file?

Use a metadata file when you're using Bulk Processing in Aconex, to:

Not sure what a placeholder document is? Start here: What are placeholder documents?

How do I create a metadata file?

Create your metadata file in Aconex to save time. Your metadata file will be automatically generated with the mandatory and optional document fields for your project.

Mandatory fields are marked in bold in your template.

  1. Click Documents.
  2. Under Actions, click Bulk Processing.
Doc Menu Action Bulk Process
  1. Click the New Bulk Process button.
Doc Bulk Process New Bulk Process Button
  1. Click the Metadata Template button.
Doc Bulk Process Metadata Template Button
  1. Select Save File, and click the OK button.
  2. Browse to the location where you want to save the file, and click the Save button.

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