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Apply properties

Kristin Antin edited this page Apr 18, 2017 · 10 revisions

Properties provide an important way for users to:

  1. view important attributes at a glance (in the right sidebar), and
  2. filter the collection to better understand and analyse the collection.

Applying properties to your documents or entities involves clicking Edit and filling in the property fields with the relevant information.

How to add a date property

  1. Add a property of type date to your template.
  2. In your document or entity, click on edit.
  3. In the date property, select a date by using the calendar or enter a date using the format: Mar 02, 2012

Enter date

How to embed a YouTube video

  1. Add a Rich text property to your template. You may want to title this property video.
  2. In your document or entity, click on edit.
  3. Get the YouTube URL by clicking on share below the YouTube video and copy the URL.
  4. In the video property, paste the URL of the video using this format: {youtube}(URLtoVideo). Example: {youtube}(https://youtu.be/t9c9AWIo1lA)

How to add/edit properties on multiple documents at once

  1. In the library, select the documents you want to edit by using your operating system's multi-select commands (on Windows or Linux, hold the CTRL key then click the items; on a Mac, hold the Command key then click the items)
  2. Click edit
  3. Select the property values that you want to assign to these documents, and click save

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