📚
Aerofiler Administrator Guides
  • Introduction
    • Getting Started Guide for Aerofiler Admins
  • Approvals
    • Negotiations
    • Rules
      • Editing Rules
    • Workflow Setup
      • Automatic Approval
      • Contract Workflow Settings
        • Workflow Details
        • Approval Workflow
        • Document Template
        • Direct Template Editing
        • Creating Rules
        • CC Notifications
        • Post-Signing Notification
      • Contract Fields
        • Additional Fields
      • Default Values
      • Contract Approval Sequence
      • Permissions
        • File Replacement
  • General
    • API Keys
      • Example - Creating a Workflow in Aerofiler
      • Zapier Authentication
    • Configuration
      • General Settings
      • Authentication Settings
      • Repository
      • Approvals
      • Calendar Configuration
      • IP Address Filtering
    • Organization Details
    • Permission Schemes
      • Access to Own Documents
      • Create Workflow Permissions
      • Enable Document Delete
      • Permission Schemes
      • Restriction Rules
      • Restricting Upload Permissions
    • Reminders
      • Editing
    • Teams
    • Users
      • Two-Factor Authentication Settings
      • Manage Organization Users
      • Deactivated Users
      • Add Organization Users
      • Bulk Adding Users
      • Transferring Data Between Users
        • Transfer Reminders with Rules
  • Repository
    • Fields
      • Default Values
        • Example - Assign Based on Custom Field
      • Field Groups
        • Expand by Default
      • File Fields
      • List Fields
      • Notes
      • Parent / Child Fields
      • Tags
        • Currencies
        • E-Sign CC
        • Text Fields
      • URL Fields
    • Integrations
      • Adobe Sign
        • Carbon Copy
        • Custom Filename
        • Direct Access
        • Recipient Names
        • Signing Tags
        • Troubleshooting
      • DocuSign
        • Certification of Completion
        • Changes After Sending
        • Custom Filtering
        • HMAC Security
        • Including / Excluding Users
        • Send from Repository
        • Settings
        • Visibility
      • External Workflows
        • Direct Integration
        • Zapier Integration
    • Metadata
      • Smart Naming
      • Metadata Detection
      • Use Folder Names for Metadata
      • Use Filenames for Metadata
    • Importing Data
  • Single Sign-On
    • ADFS via SAML
    • Azure AD via OIDC
    • Azure AD via SAML
    • OKTA via OIDC
    • OKTA via SAML
  • Supplier
    • Configuration
    • Reminders (Supplier Portal)
Powered by GitBook
On this page
  1. Repository
  2. Metadata

Metadata Detection

PreviousSmart NamingNextUse Folder Names for Metadata

Last updated 2 years ago

Automatic Metadata Detection

Aerofiler attempts to automatically detect certain pieces of metadata such as counterparty, party, title and effective date. If this is not suitable for your use case, you can turn off automatic metadata detection by switching off the following option: