For a detailed description of how to add metadata fields to your Document Center please see our Metadata Guide.
Mail allows you to add custom metadata to your document before you save it into SharePoint. This data can be used to more accurately define a document, facilitate easier categorisation or grouping, increase searchability and append other useful information.
Examples of metadata could include:
•Period End e.g. June 2015
•Assignment e.g. a choice between Tax/GST/Super/Correspondence
Start using Metadata
1.Add metadata columns as described in the help guide.
2.Remember to click the Refresh button in Mail to load your new columns after you have added them.