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Best Practices for Structuring Metadata in M-Files

  • Metadata in M-Files is used to describe documents and make them easier to find and categorize.
  • Defining clear and consistent metadata fields such as document type, department, project/client name, and status is crucial.
  • Utilize metadata card configuration to customize input of relevant data efficiently and improve readability.
  • Leveraging automatic metadata population reduces manual entry and improves accuracy.

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