Job-Specific Metadata
To add job-specific metadata for the first time to a collection, perform the following:
1. Click Add Job-Specific Metadata.
A screen appears, which explains on how to create job-specific metadata for the collection by following three steps:
a. Step 1 Download: Download a sample Comma Separated Values (.csv) file that provides a template for how job-specific metadata should be created to ensure the correct structure and formatting of job-specific metadata.
To proceed, click Download Template. Select the Language and Delimiter and click Next to download the sample template.
A prompt appears to save the template file. You can open and edit the saved template in software like Microsoft Excel.
b. Step 2 Customize: To customize and understand how to modify the template file to suit your specific need. To proceed, click Sample File Guidelines.
A Sample File Guidelines screen appears. Follow the steps mentioned on the screen and customize the template in software, such as Microsoft Excel. The instructions are also present in the saved template file. After customization, the file must be saved in .csv UTF-8 format.
Note:Only .csv UTF-8 format is supported by the multifunction printer. Other. csv encodings results in import errors.
c. Step 3 Import: Import your customized file to create your job-specific metadata. To proceed, click Import Custom File.
An Import Metadata File screen appears. Follow the instructions on the screen to browse to your custom .csv UTF-8 file and import your job-specific metadata.
Note:If import is unsuccessful, an alert message appears. Identify and correct any errors in your file and try again. For details, refer to
Metadata Import Errors.
d. If import is successful, you can use remote control panel to check your metadata. To proceed click on Remote Control Panel and follow the instructions to start the remote session. Once the remote session is active, click Reset and Reset All Apps. Then access the Scan To app and add a destination.
2. After a destination is added, a prompt will be shown to select items from your customized job-specific data.
Note:If a prompt is not shown to select your customized job-specific data, scroll down the feature rows in the Scan To app and locate the Metadata row and touch the row to make your job-specific metadata selection.