Metadata Card

Note: This content is no longer updated. For the latest content, please go to the user guide for M-Files Online. For information on the supported product versions, refer to our lifecycle policy.

Click the different parts of the screenshot for a description of the metadata card sections.

Metadata card option ribbonObject metadataObject permissionsObject workflowObject comments

Metadata card option ribbon

The option ribbon contains options related to the selected object and the metadata card.
Click this icon: To do this:
Set the object as followed or unfollowed. When the object is set as followed, you get an email notification when someone changes the document. For more information on notifications, see Editing Notification Settings in M-Files Desktop.
Note: The person who changed the object will not get a notification.
Pin the object to the Pinned tab, or to unpin the object.
Add the object to your Favorites view, or remove it from the view.
Open a list of options. The list includes options that change the metadata card location.
Hide or show the title area of the metadata card.

Object comments

Click the comments icon () to see the comment view. In the comment view, you can see and add comments to the object. For more information, see Object Comments.

Object permissions

Click the permissions area to open the Permissions dialog. In the dialog, you can change the permissions for the object. For more information, see Object Permissions.

Object metadata

Metadata helps you to find objects in M-Files. Metadata is the information related to an object. For more information, see Object Metadata.

Object workflow

Use the workflow options select a workflow and a workflow state for an object. For more information, see Workflows.