Create custom properties

Create a property

1. Open Manage → Content → Properties and choose Create property.
2. Under General, enter a Name and choose Type. Options include Free text, Checkbox, Dropdown, Asset, Link, Date and Terms of use.
3. In Libraries, select the libraries that should use this property.
4. For a Dropdown, open Dropdown settings → Create new option, enter the option name and choose Create option. Repeat for each choice; enable Multi select if users should choose several.
5. Choose Create property.

Edit an existing property

On the Properties page, click the pencil beside the property. Change its name, description, libraries or type-specific settings, then choose Save changes. The Type cannot be changed after creation.

Active means the property is assigned to at least one library. Creating a property does not fill in values on existing files.

Set a file’s value

Select a file in a library using the property. In the right-hand panel, open Indexing → Properties, click the pencil beside the property, enter or select its value and choose Save changes.

A status value such as “Approved” does not approve the file or change who can access it.