Use AODocs bookmarklet - Metadata Copy

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1. Definition

This bookmarklet enables users to copy selected properties from a source document to a set of destination documents from the same library and same document class. With the “Metadata Copy” bookmarklet, you can easily update the properties of several documents in one single operation.

2. Supported pages and permissions

The “Metadata Copy” bookmarklet can be used on any list view. In order to use it, you need to have edit permissions on the destinations documents and their properties.
The user executing the bookmarklet must be at least a viewer of the source document and an contributor of the destination documents.

3. How to use “Metadata Copy”?

After the bookmarklet “Metadata Copy” installation, open a list view of a library where you have contributor permissions and click on the bookmarklet button located in your bookmark bar (1).

Launching the “Metadata Copy” bookmarklet on AODocs

The “Metadata Copy” pop-up appears and contains:
- A search bar (2) where you enter the name of the source document you want to copy the properties from. The search is case insensitive and allows keyword search. Yet, it does not support partial wording (for example “appl” will not match a document titled “Apple”).
- A switch button to allow user to choose between a search by properties or a search by name (3).
- The document search results matching the search (4). You can select in this list the document that will be used as the source document.

Once you have selected the source document, scroll down and click on the Next button (5).

Note: If the list view is configured to filter documents based on specific criteria, the bookmarklet will not find documents which do not match the view’s filters. Learn more here: Configure list views


Selecting the source document for the “Metadata Copy”

In the following screen, you can choose which properties of the source document you want to copy (6).

The “Overwrite properties” switch (7) defines how the property values will be applied on the target documents:

  • If “Overwrite properties” is turned on, the existing property values in the target documents will be reset before inserting the property values of the source document. For example, if a target document has a multi-valued field named “Countries”, which contains two values “USA” and “Canada”, and if the source document’s Countries field contains only “Mexico”, after the operation the target document’s Countries field will only contain “Mexico”.
  • If “Overwrite properties is turned off, the existing property values in multi-valued fields of the target documents will be preserved. For example, if a target document has a multi-valued field named “Countries”, which contains two values “USA” and “Canada”, and if the source document’s Countries field contains only “Mexico”, after the operation the target document’s Countries field will contain three values “USA”, “Canada” and “Mexico”.

The properties that are not selected with the checkboxes will be ignored by the bookmarklet.

After selecting the properties to be copied, Click on the Next button (8).

Note: The bookmarklet can only copy custom properties. System properties, such as document creator, last update date, creation date, … cannot be copied.


Selecting the properties to copy

In the last screen, you can select the destination documents on which the properties of the source document will be applied by ticking the checkboxes on the right of the library documents list.

Note: You can only copy properties to destination documents which are displayed on the current page of your list view. You can configure the number of documents displayed per page in the list view, with up to 100 documents per page (i.e. the maximum number of destination documents that can be selected in the bookmarklet is 100).


Selecting the destination documents

You can then execute the “Metadata Copy” by clicking on “Execute” at the bottom of the page and a success message appears.


“Metadata Copy” success message

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