Manage Property Sets

A property is a document metadata field that is a member of a property set. Each property set appears as a separate heading on a property tab. Portal provides predefined sets of system properties that are available to all projects as described in Standard Property Descriptions. Portal also supports one set of configurable custom properties as described in Manage Custom Properties.

Your organization might not need all of the available property sets or properties. You might also want to reorganize the order of the property sets and properties as they appear on property tabs. Portal makes that as easy as drag and drop.

The labels of property sets that are seen by users can be customized as described in the following task. The labels of individual properties can be customized as described in Manage Custom Properties.

To perform the tasks described on this page, you must be assigned to the Tenant Administrator role.

To navigate to the Property Sets tab:

  1. On the Meridian Portal Landing page, at the bottom of the navigation bar, click the Account Settings icon A gear symbol..

    The Account Settings page appears.

  2. In the Account Settings menu, click Document Properties.

    The Document Properties list appears and shows the existing properties.

  3. Click the Property Sets tab.

    The list of property sets appears.

  4. Follow the appropriate procedures below.

ClosedAdd Property Set

To add a property set:

  1. In the toolbar, click the Add icon A blue circle with a blue plus symbol in its center..

    The Add Property Setdialog box appears.

  2. Click options or type values using the descriptions in the following table.

  3. Click Save.

    The property set is added to the Property Sets list.

Property options
Option Description
Name

Type a permanent internal name for the property set. Must be unique (case-insensitive) within the project and cannot be changed later.
Label

Type the name of the property set as you want it to appear to users.

Special characters (including, but not limited to / and \ ) should not be used in property set labels.
Note

Add any notes that you want to record about the property set.

ClosedChange Property Set Display Order

To change the display order of property sets:

  • Drag and drop the property set bars into the desired order.

    The order is saved automatically.

ClosedChange Property Display Order

Properties may only appear in one property set.

To change the display order of properties:

  1. In the bar of the property set that contains the property that you want to move, click the down arrow A black arrow pointing down..

    The bar expands to list the properties contained in the property set. If you want to move a property from one property set to another, also expand the destination property set bar.

  2. Drag and drop the property names into the desired order.

    The order is saved automatically.

ClosedChange Property Set Label

To change the label of a property set:

  1. In the row of the property set that you want to delete, click the Edit icon A black pencil icon..

    The Edit Property Set dialog box appears.

  2. Click options or type values using the descriptions in the following table.

    Property set options
    Option Description
    Label

    The visible name of the property set as it appears to users on property tabs.
    Note

    For administrative reference only. Not seen by users on property tabs.

  3. Click Save.

    The property set label is updated in the Property Sets list.

ClosedDelete a Property Set

You may only delete property sets that have not been used.

To delete a property set:

  1. In the row of the property set that you want to delete, click the Delete icon A blue trash can..

    A dialog box opens, asking you to confirm your choice.

  2. Click OK.

    The property set is removed from the Property Sets list.

ClosedExport and Import Property Sets Settings

If you are a Tenant Administrator, you can use Configuration Copy Import and Export to export these settings from a tenancy and import them to another tenancy.

This feature is only available if the ConfigurationCopy feature toggle is enabled.

 

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