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Step 09: Adding Metadata Descriptions

This feature allows you to add descriptive details to folders and files. Users can hover over the information icon to understand the contents without needing to open the file.

This feature lets administrators add descriptive details to folders and files in a Virtual Data Room, so members can preview an item's contents before opening it.

  • Hovering over the small "i" icon next to a file or folder reveals a short description, giving members a quick preview of its contents. This works at both the folder and file level. (0:00-0:20)
  • To add a description, select the folder (or file) and enter your details in the Description field on the right-hand panel, then save your changes. (0:20-0:33)
  • Once saved, the "i" icon appears immediately next to the item, and hovering over it instantly displays the new description. (0:33-0:38)

Step 1: Workspace Basics

2:33

Step 02: Uploads & Setting Permissions

3:19

Step 03: Customizing the Overview Tab

1:57

Step 04: Configuring Workspace Settings

4:25

Step 05: Adding Disclaimers

1:46

Step 06: Assigning Disclaimers

1:09

Step 07: Moving Files and Folders

1:11

Step 08: Uploading Documents

1:40

Step 09: Adding Metadata Descriptions

0:38

Step 10: Creating User Groups and Setting Permissions

2:12

Step 11: Protecting Downloaded Documents

2:26

Step 12: Managing Group Members

3:26

Step 13: Selective Download and Edit Permissions

2:46

Step 14: Messaging and Announcements

2:34

Step 15: Managing Q&A

2:25

Step 16: Reviewing Activity Reports

3:19

Step 17: Downloading Content

1:42

Step 18: Bulk Downloading

0.50

Step 19: Downloading Signed Disclaimers

1:17

Step 20: Using the Trash Bin

0:54
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