Metadata Card

The metadata card contains important information about the object. For example, the title, creation time, author, and class of a document. Click the Metadata tab to open or close the metadata card or drag the left border of the window to resize it.

Tip: To open the metadata card in a separate window in the classic M-Files Desktop, select an object in the listing area and press Alt + Enter. For more keyboard shortcuts, see Keyboard Shortcuts in the classic M-Files Desktop.

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

Object commentsMetadata card option ribbonObject metadataObject permissionsObject workflow

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.

Metadata card option ribbon

The option ribbon contains options related to the selected object and the metadata card.

Icon Action
Opens the History dialog of the object.
Sets 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 the Classic M-Files Desktop.
Note: The person who changed the object does not get a notification.
Pins or unpins the object.
Opens the metadata card in a new window.
Hides or shows the title area of the metadata card.

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 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 workflow

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

Video: Introduction to Metadata Cards in M-Files