New feature in MetaShare: Automatic metadata transfer for more efficient project documentation and case management

After intensive development work, we can now offer a new feature in MetaShare that automatically transfers important metadata – such as project name, project number, customer and location – from workspaces directly into documents. For companies handling large volumes of documents, this feature saves valuable time and reduces the risk of errors, while ensuring consistent and accurate document tagging.

What makes this feature unique?

MetaShare’s automatic metadata transfer removes the need for time-consuming manual tagging by easily synchronizing workspace properties with documents. This feature saves time, reduces frustration and enables focus on higher priority tasks. This is especially valuable for project-intensive businesses and organizations that work with large amounts of documentation or case management. All documentation is kept consistent and organized without extra administrative work

Areas of use

Project documentation

For companies in industries that handle project-intensive documentation – such as construction, industry, consulting and defense – this feature makes a big difference. Project name, project number, customer information and location can be automatically transferred to all documents within a project, saving time and making documents easy to search and access.

Case management

It streamlines case management for businesses such as law firms, insurance companies, telecom companies and government agencies. Case numbers and other relevant information can be automatically transferred to all documents linked to a case, ensuring that all information is always up-to-date and easily accessible.

Property documentation

For real estate companies managing documents related to real estate, metadata such as property name, property designation and locality can be automatically inherited from the workspaces. This ensures accurate and consistent management of real estate documentation without the risk of incorrect information.

What do I do?

Read more in our user manual.