Data Cards

Data cards contain metadata about the files, folders, items, and templates in the vault database. Because data card information is stored centrally, users can quickly search and locate information about files, folders, items, and templates without needing local copies.

As an administrator, you can customize data cards to:
  • Prompt users for information during various stages of the workflow process or when adding files or items.
  • Provide a search mechanism for users.
  • Programmatically generate file and folder names for users by applying formulas to the input fields they enter.

By adding controls such as text fields, list boxes, check boxes, and tabs, you can use data cards to manage the design process.