{"id":94141,"date":"2022-01-24T11:53:30","date_gmt":"2022-01-24T09:53:30","guid":{"rendered":"https:\/\/www.folderit.com\/?p=94141"},"modified":"2026-11-04T11:25:39","modified_gmt":"2026-11-04T09:25:39","slug":"metaduomenys-dokumentu-valdymas-laukai-sablonai","status":"publish","type":"post","link":"https:\/\/www.folderit.com\/lt\/blog\/metaduomenys-dokumentu-valdymas-laukai-sablonai\/","title":{"rendered":"Metaduomenys dokument\u0173 valdyme: laukai, \u0161ablonai ir paie\u0161ka"},"content":{"rendered":"<style>.folderit-priority-guide table{table-layout:fixed;min-width:640px}.folderit-priority-guide th:first-child{width:25%}.folderit-priority-guide th:nth-child(2){width:22%}.folderit-priority-guide .table-hint{font-size:14px;color:#666;margin-bottom:0}<\/style>\n<style>.folderit-priority-guide{color:#333;font-size:18px;line-height:1.72;overflow-wrap:anywhere}.folderit-priority-guide p{margin:0 0 1.2em}.main-content .folderit-priority-guide h2{font-size:clamp(24px,2.4vw,30px);line-height:1.3;margin:1.8em 0 .75em}.main-content .folderit-priority-guide h3{font-size:22px;line-height:1.35;margin:1.4em 0 .6em}.folderit-priority-guide li{margin-bottom:.6em}.folderit-priority-guide code{white-space:normal;overflow-wrap:anywhere;font-size:.9em}.folderit-priority-guide figure{margin:1.7em 0}.folderit-priority-guide img{max-width:100%;height:auto}.folderit-priority-guide figcaption{font-size:15px;line-height:1.5;color:#666;margin-top:10px}.folderit-priority-guide .table-wrap{max-width:100%;overflow-x:auto;margin:1.5em 0}.folderit-priority-guide table{width:100%;border-collapse:collapse;font-size:16px;line-height:1.5}.folderit-priority-guide th,.folderit-priority-guide td{text-align:left;vertical-align:top;padding:13px 14px;border:1px solid #dedbe7}.folderit-priority-guide th{background:#f5f3fb}.folderit-priority-guide a{color:#4941a5;text-underline-offset:3px}@media(max-width:600px){.folderit-priority-guide{font-size:17px}.folderit-priority-guide table{font-size:15px}.folderit-priority-guide th,.folderit-priority-guide td{padding:10px}.folderit-priority-guide h2{margin-top:1.6em}}@media (min-width:992px) and (max-width:1399px){body:has(.folderit-priority-guide) .navbar .navbar-nav a{font-size:16px!important}}<\/style>\n<div class=\"folderit-priority-guide\">\n<p>Metaduomenys dokument\u0173 valdyme paver\u010dia verslo informacij\u0105 nuosekliais paie\u0161kai tinkamais laukais. Komanda gali nustatyti klient\u0105, u\u017e sutart\u012f atsaking\u0105 asmen\u012f, b\u016bsen\u0105 ir svarbias datas, u\u017euot band\u017eiusi tai suprasti i\u0161 pavadinimo <code>sutartis-galutine-v3.pdf<\/code>.<\/p>\n<p>\u0160iame vadove aptariamas praktinis nustatymas Folderit sistemoje. Jei s\u0105voka nauja, pirmiausia skaitykite, <a href=\"https:\/\/www.folderit.com\/lt\/blog\/kas-yra-metaduomenys-ir-kodel-jie-tokie-naudingi\/\">kas yra metaduomenys ir kod\u0117l jie naudingi<\/a>.<\/p>\n<h2>Prad\u0117kite nuo klausim\u0173, \u012f kuriuos reikia atsakyti<\/h2>\n<p>Pasirinkite vien\u0105 dokument\u0173 kategorij\u0105 ir sura\u0161ykite \u012fprastas paie\u0161kas. Sutartims tai gali b\u016bti konkretaus kliento susitarimai, vieno darbuotojo pri\u017ei\u016brimos sutartys ar dokumentai, kuri\u0173 galiojimas baigiasi pasirinktu laikotarpiu. Pagal \u0161iuos poreikius parinkite laukus.<\/p>\n<p>\u017demiau pateiktas sutarties \u0161ablonas yra nustatymo pavyzdys. Tai n\u0117ra laukai, i\u0161 anksto sukurti kiekvienoje Folderit paskyroje.<\/p>\n<p class=\"table-hint\">Ma\u017eame ekrane lentel\u0119 slinkite horizontaliai.<\/p>\n<div class=\"table-wrap\" role=\"region\" tabindex=\"0\">\n<table>\n<thead>\n<tr>\n<th>Laukas<\/th>\n<th>Tipas<\/th>\n<th>Reik\u0161m\u0117<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Klientas<\/td>\n<td>List arba String<\/td>\n<td>Sutartas kliento pavadinimas; kai prakti\u0161ka, naudokite tvarkom\u0105 pasirinkim\u0173 s\u0105ra\u0161\u0105.<\/td>\n<\/tr>\n<tr>\n<td>Sutarties r\u016b\u0161is<\/td>\n<td>List<\/td>\n<td>Pavyzd\u017eiui, paslaug\u0173, tiekimo ar konfidencialumo sutartis.<\/td>\n<\/tr>\n<tr>\n<td>Atsakingas asmuo<\/td>\n<td>User<\/td>\n<td>Sutart\u012f pri\u017ei\u016brintis darbuotojas.<\/td>\n<\/tr>\n<tr>\n<td>B\u016bsena<\/td>\n<td>List<\/td>\n<td>Ai\u0161k\u016bs etapai: Juodra\u0161tis, Per\u017ei\u016brima, Pasira\u0161yta.<\/td>\n<\/tr>\n<tr>\n<td>Pabaigos data<\/td>\n<td>Date<\/td>\n<td>Sutarties pabaiga, o ne failo \u012fk\u0117limo data.<\/td>\n<\/tr>\n<tr>\n<td>Ankstesn\u0117 nuoroda<\/td>\n<td>String<\/td>\n<td>I\u0161 senosios sistemos i\u0161saugotas identifikatorius.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<p>Pradinis \u0161ablonas tur\u0117t\u0173 b\u016bti nedidelis. Lauk\u0105 prid\u0117kite tada, kai ai\u0161ku, kaip jis padeda paie\u0161kai, sprendimui ar b\u016btinam procesui. Nerinkite asmens duomen\u0173, kuri\u0173 nereikia dokument\u0173 valdymo u\u017eduo\u010diai.<\/p>\n<h2>Atskirkite numatytuosius ir pasirinktinius laukus<\/h2>\n<p>Septyni numatytieji dokumento laukai yra Title, Notes, Tags, Signed by, Document ID, Date ir Due Date. Document ID sugeneruojamas automati\u0161kai. Signed by saugo pasira\u0161iusi\u0173 asmen\u0173 vardus; vardo \u012fra\u0161ymas \u0161iame lauke n\u0117ra elektroninis dokumento pasira\u0161ymas.<\/p>\n<p><a href=\"https:\/\/www.folderit.com\/knowledge-base\/custom-metadata-fields-and-folder-templates\/\">Pasirinktini\u0173 lauk\u0173 tipai (vadovas angl\u0173 kalba)<\/a>: String, Long text, Checkbox, Date, Datetime, Time, Integer, Decimal, List, Email, URL, User ir Entity. List laukui reikia apibr\u0117\u017eti galimus pasirinkimus. Tipus nustatykite prie\u0161 importuodami duomenis ir patikrinkite tu\u0161\u010dias datas bei identifikatorius su nuliais prad\u017eioje. Jei nuorodoje 00123 nuliai turi likti, saugokite j\u0105 kaip tekst\u0105.<\/p>\n<h2>Sukurkite pakartotinai naudojam\u0105 aplanko \u0161ablon\u0105<\/h2>\n<p>Aplanko \u0161ablonas automati\u0161kai prideda nustatytus laukus naujiems i\u0161tekliams pagal pasirinkt\u0105 taikymo srit\u012f.<\/p>\n<ol>\n<li>Atverkite aplank\u0105 ir \u012franki\u0173 juostoje pasirinkite <strong>Meta<\/strong>.<\/li>\n<li>Prid\u0117kite esam\u0105 lauk\u0105 arba sukurkite nauj\u0105 su pavadinimu, apra\u0161u ir duomen\u0173 tipu.<\/li>\n<li>Kiekvienam laukui nustatykite <strong>Required<\/strong>, <strong>Recursive<\/strong> ir Include taikym\u0105: failams, aplankams, i\u0161orin\u0117ms nuorodoms arba j\u0173 deriniui.<\/li>\n<li>I\u0161saugokite ir patikrinkite nauj\u0105 i\u0161tekli\u0173 \u0161iame aplanke.<\/li>\n<\/ol>\n<p>Required reikalauja \u012fvesti reik\u0161m\u0119 kei\u010diant metaduomenis. Folderit pa\u017eymi i\u0161teklius, kuriuose tr\u016bksta privalom\u0173 reik\u0161mi\u0173, kad naudotojas gal\u0117t\u0173 jas papildyti Modify rodinyje. Tai nerei\u0161kia, kad kiekvienas \u012fkeltas failas i\u0161kart turi teisingus ir i\u0161samius metaduomenis.<\/p>\n<p>Recursive taiko lauk\u0105 ir poaplankiams. \u0160is nustatymas tinka tai aplank\u0173 \u0161akai, kuriai galioja vienodas dokument\u0173 modelis. Prie\u0161 taikydami kitokius poreikius turintiems padaliniams, patikrinkite poveik\u012f.<\/p>\n<h2>\u012eveskite reik\u0161mes ir patogiai jas per\u017ei\u016br\u0117kite<\/h2>\n<p>Atverkite fail\u0105, aplank\u0105 ar i\u0161orin\u0119 nuorod\u0105 ir pasirinkite <strong>Modify<\/strong>. Reik\u0161m\u0117ms keisti reikia atitinkam\u0173 i\u0161tekliaus redagavimo teisi\u0173. Centralizuotus laukus kurti ir valdyti leid\u017eia paskyros lygmens Manage Metadata teis\u0117.<\/p>\n<p>Svarbius laukus rodykite <a href=\"https:\/\/www.folderit.com\/knowledge-base\/configuring-columns\/\">aplanko stulpeliuose (vadovas angl\u0173 kalba)<\/a>. Taip tr\u016bkstamas reik\u0161mes ir skirting\u0105 ra\u0161yb\u0105 lengviau pasteb\u0117ti neatveriant kiekvieno dokumento.<\/p>\n<p><a href=\"https:\/\/www.folderit.com\/knowledge-base\/searching\/\">I\u0161pl\u0117stin\u0117 paie\u0161ka (vadovas angl\u0173 kalba)<\/a> leid\u017eia derinti pasirinktini\u0173 lauk\u0173 ir kitus filtrus. Live Search ie\u0161ko pavadinimuose ir metaduomenyse dar renkant tekst\u0105. Deep Search taip pat gali ie\u0161koti palaikom\u0173 dokument\u0173 turinyje, naudodama OCR ir indeksavim\u0105. XLSX fail\u0173 turinys \u012f OCR turinio paie\u0161k\u0105 ne\u012ftraukiamas.<\/p>\n<p>OCR ir metaduomenys atsako \u012f skirtingus klausimus. OCR gali rasti tekst\u0105 skenuotame dokumente, o patikrintas laukas nurodo teising\u0105 klient\u0105 ar verslui svarbi\u0105 dat\u0105. I\u0161bandykite abu b\u016bdus su b\u016bdingais dokumentais ir atitinkamomis naudotoj\u0173 prieigos teis\u0117mis.<\/p>\n<h2>Susiekite laukus su kasdieniais procesais<\/h2>\n<p>Datos gali pad\u0117ti organizuoti per\u017ei\u016bras, o strukt\u016brin\u0117s reik\u0161m\u0117s \u2013 ataskaitas ir sukonfig\u016bruotas darbo eigas. <a href=\"https:\/\/www.folderit.com\/knowledge-base\/workflow-designer\/\">Workflow Designer (vadovas angl\u0173 kalba)<\/a> gali naudoti metaduomen\u0173 pakeitim\u0105 kaip \u012fvyk\u012f ir tikrinti lauko reik\u0161m\u0119 kaip s\u0105lyg\u0105. Nustatykite bei patikrinkite vis\u0105 automatizavim\u0105: vien b\u016bsenos pakeitimas nenustato patvirtinimo proceso.<\/p>\n<p>Perkeldami archyv\u0105, prie\u0161 importuodami Excel ar CSV metaduomen\u0173 lentel\u0119 sutarkite, kaip bus susiejami failai ir laukai. <a href=\"https:\/\/www.folderit.com\/lt\/blog\/dokumentu-valdymo-migracija-planas\/\">Dokument\u0173 valdymo sistemos perk\u0117limo vadove<\/a> apra\u0161ytos reikalingos patikros.<\/p>\n<h2>Pri\u017ei\u016br\u0117kite sukurt\u0105 strukt\u016br\u0105<\/h2>\n<ul>\n<li>Paskirkite atsaking\u0105 asmen\u012f lauk\u0173 apibr\u0117\u017eimams ir s\u0105ra\u0161\u0173 reik\u0161m\u0117ms tvarkyti.<\/li>\n<li>Paai\u0161kinkite dviprasmi\u0161kus laukus, ypa\u010d datas ir b\u016bsenas.<\/li>\n<li>Tikrinkite tr\u016bkstamas privalomas reik\u0161mes ir ra\u0161ybos variantus.<\/li>\n<li>\u0160ablono pakeitimus pirmiausia i\u0161bandykite su ma\u017ea imtimi.<\/li>\n<li>Prie\u0161 trindami centralizuot\u0105 lauk\u0105 patikrinkite jo naudojim\u0105: jis pa\u0161alinamas visur, \u012fskaitant \u0161ablonus ir saugomus i\u0161teklius.<\/li>\n<\/ul>\n<p>Prad\u0117kite nuo vieno aplanko ir b\u016bding\u0173 dokument\u0173 rinkinio. <a href=\"https:\/\/my.folderit.com\/signup\/\">I\u0161bandykite Folderit<\/a> ir papra\u0161ykite kolegos rasti tinkam\u0105 dokument\u0105 pagal sutartus laukus.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Pasirinkite metaduomen\u0173 laukus, sukurkite aplanko \u0161ablon\u0105 ir raskite dokumentus Folderit. Sutarties pavyzdys, reik\u0161mi\u0173 pildymas ir paie\u0161kos patikros.<\/p>\n","protected":false},"author":12,"featured_media":93812,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[23],"tags":[],"class_list":["post-94141","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized-lt"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v25.7.1 (Yoast SEO v25.7) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Metaduomenys dokument\u0173 valdyme | Folderit<\/title>\n<meta name=\"description\" content=\"Pasirinkite metaduomen\u0173 laukus, sukurkite aplanko \u0161ablon\u0105 ir raskite dokumentus Folderit. 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