{"id":94175,"date":"2022-01-24T11:53:30","date_gmt":"2022-01-24T09:53:30","guid":{"rendered":"https:\/\/www.folderit.com\/?p=94175"},"modified":"2026-11-04T11:26:31","modified_gmt":"2026-11-04T09:26:31","slug":"metadate-documente-campuri-sabloane-cautare","status":"publish","type":"post","link":"https:\/\/www.folderit.com\/ro\/blog\/metadate-documente-campuri-sabloane-cautare\/","title":{"rendered":"Metadate \u00een gestionarea documentelor: c\u00e2mpuri, \u0219abloane \u0219i c\u0103utare"},"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>Metadatele din gestionarea documentelor transform\u0103 informa\u021biile de afaceri \u00een c\u00e2mpuri consecvente, care pot fi c\u0103utate. Echipa poate identifica clientul, responsabilul contractului, starea \u0219i datele importante f\u0103r\u0103 s\u0103 le deduc\u0103 dintr-un nume precum <code>contract-final-v3.pdf<\/code>.<\/p>\n<p>Acest ghid explic\u0103 configurarea \u00een Folderit. Pentru introducerea \u00een subiect, citi\u021bi <a href=\"https:\/\/www.folderit.com\/blog\/what-is-metadata-and-what-makes-it-so-useful\/\">ce sunt metadatele \u0219i de ce sunt utile (\u00een englez\u0103)<\/a>.<\/p>\n<h2>Alege\u021bi c\u00e2mpurile pornind de la \u00eentreb\u0103rile echipei<\/h2>\n<p>\u00cencepe\u021bi cu o categorie de documente \u0219i nota\u021bi c\u0103ut\u0103rile frecvente. Pentru contracte: acordurile unui anumit client, documentele urm\u0103rite de un responsabil sau contractele care se \u00eencheie \u00eentr-un interval ales. Proiecta\u021bi c\u00e2mpurile \u00een jurul acestor nevoi.<\/p>\n<p>Tabelul prezint\u0103 un exemplu de \u0219ablon ini\u021bial. Aceste c\u00e2mpuri personalizate sunt propuneri de configurare, nu c\u00e2mpuri deja create \u00een fiecare cont Folderit.<\/p>\n<p class=\"table-hint\">Pe ecrane mici, derula\u021bi tabelul pe orizontal\u0103.<\/p>\n<div class=\"table-wrap\" role=\"region\" tabindex=\"0\">\n<table>\n<thead>\n<tr>\n<th>C\u00e2mp<\/th>\n<th>Tip<\/th>\n<th>Semnifica\u021bie<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Client<\/td>\n<td>List sau String<\/td>\n<td>Numele convenit; folosi\u021bi o list\u0103 controlat\u0103 c\u00e2nd este practic.<\/td>\n<\/tr>\n<tr>\n<td>Tip de contract<\/td>\n<td>List<\/td>\n<td>De exemplu, servicii, furnizare sau confiden\u021bialitate.<\/td>\n<\/tr>\n<tr>\n<td>Responsabil<\/td>\n<td>User<\/td>\n<td>Colegul care urm\u0103re\u0219te contractul.<\/td>\n<\/tr>\n<tr>\n<td>Stare<\/td>\n<td>List<\/td>\n<td>Etape clare: Ciorn\u0103, \u00cen revizuire \u0219i Semnat.<\/td>\n<\/tr>\n<tr>\n<td>Data de \u00eencheiere<\/td>\n<td>Date<\/td>\n<td>Data contractual\u0103, nu cea a \u00eenc\u0103rc\u0103rii fi\u0219ierului.<\/td>\n<\/tr>\n<tr>\n<td>Referin\u021b\u0103 anterioar\u0103<\/td>\n<td>String<\/td>\n<td>Identificatorul p\u0103strat din vechiul sistem.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<p>P\u0103stra\u021bi primul \u0219ablon simplu. Ad\u0103uga\u021bi un c\u00e2mp c\u00e2nd este clar cum ajut\u0103 o c\u0103utare, o decizie sau un proces necesar. Evita\u021bi datele personale de care activitatea documentar\u0103 nu are nevoie.<\/p>\n<h2>Distinge\u021bi c\u00e2mpurile implicite de cele personalizate<\/h2>\n<p>Cele \u0219apte c\u00e2mpuri implicite ale documentelor sunt Title, Notes, Tags, Signed by, Document ID, Date \u0219i Due Date. Document ID se genereaz\u0103 automat. Signed by \u00eenregistreaz\u0103 numele semnatarilor; introducerea unui nume nu reprezint\u0103 semnarea electronic\u0103 a documentului.<\/p>\n<p><a href=\"https:\/\/www.folderit.com\/ro\/knowledge-base\/campuri-de-metadate-si-sabloane-de-dosar\/\">Tipurile de c\u00e2mpuri personalizate (ghid \u00een englez\u0103)<\/a> includ String, Long text, Checkbox, Date, Datetime, Time, Integer, Decimal, List, Email, URL, User \u0219i Entity. Pentru List defini\u021bi op\u021biunile disponibile. Alege\u021bi tipul \u00eenainte de import \u0219i verifica\u021bi datele necompletate \u0219i identificatorii cu zerouri la \u00eenceput. Dac\u0103 zerourile din referin\u021ba 00123 trebuie p\u0103strate, trata\u021bi-o ca text.<\/p>\n<h2>Crea\u021bi un \u0219ablon reutilizabil pentru dosar<\/h2>\n<p>\u0218ablonul de dosar adaug\u0103 automat c\u00e2mpurile definite resurselor noi din domeniul configurat.<\/p>\n<ol>\n<li>Deschide\u021bi dosarul \u0219i alege\u021bi <strong>Meta<\/strong> din bara de instrumente.<\/li>\n<li>Ad\u0103uga\u021bi un c\u00e2mp existent sau crea\u021bi unul nou cu nume, descriere \u0219i tip de date.<\/li>\n<li>Configura\u021bi pentru fiecare c\u00e2mp <strong>Required<\/strong>, <strong>Recursive<\/strong> \u0219i Include: fi\u0219iere, dosare, leg\u0103turi externe sau o combina\u021bie.<\/li>\n<li>Salva\u021bi \u0219i verifica\u021bi o resurs\u0103 nou\u0103 introdus\u0103 \u00een dosar.<\/li>\n<\/ol>\n<p>Required impune completarea valorii la modificarea metadatelor. Folderit marcheaz\u0103 resursele cu valori obligatorii lips\u0103, astfel \u00eenc\u00e2t utilizatorul s\u0103 le poat\u0103 completa \u00een vizualizarea Modify. Setarea nu garanteaz\u0103 c\u0103 fiecare fi\u0219ier \u00eenc\u0103rcat are imediat metadate complete \u0219i corecte.<\/p>\n<p>Recursive aplic\u0103 acel c\u00e2mp \u0219i subdosarelor. Folosi\u021bi-l c\u00e2nd \u00eentreaga ramur\u0103 are acela\u0219i model documentar. Verifica\u021bi efectul \u00eenainte de a extinde configurarea la departamente cu nevoi diferite.<\/p>\n<h2>Introduce\u021bi valorile \u0219i face\u021bi-le u\u0219or de verificat<\/h2>\n<p>Deschide\u021bi un fi\u0219ier, dosar sau link extern \u0219i alege\u021bi <strong>Modify<\/strong> pentru introducerea ori actualizarea valorilor. Utilizatorul are nevoie de permisiunea adecvat\u0103 de modificare a resursei. Crearea \u0219i administrarea c\u00e2mpurilor centrale necesit\u0103 permisiunea de cont Manage Metadata.<\/p>\n<p>Afi\u0219a\u021bi informa\u021biile importante \u00een <a href=\"https:\/\/www.folderit.com\/ro\/knowledge-base\/configurarea-vizualizarilor-de-folder\/\">coloanele dosarului (ghid \u00een englez\u0103)<\/a>. Astfel pute\u021bi observa lipsurile \u0219i scrierile neuniforme f\u0103r\u0103 s\u0103 deschide\u021bi fiecare document.<\/p>\n<p><a href=\"https:\/\/www.folderit.com\/ro\/knowledge-base\/cautarea-documentelor-si-inregistrarilor\/\">C\u0103utarea avansat\u0103 (ghid \u00een englez\u0103)<\/a> restr\u00e2nge rezultatele prin c\u00e2mpuri personalizate \u0219i alte filtre. Live Search verific\u0103 numele \u0219i metadatele \u00een timpul tast\u0103rii. Deep Search poate c\u0103uta \u0219i \u00een con\u021binutul documentelor compatibile, prin OCR \u0219i indexare. Con\u021binutul fi\u0219ierelor XLSX nu este inclus \u00een c\u0103utarea de con\u021binut OCR.<\/p>\n<p>OCR \u0219i metadatele r\u0103spund unor \u00eentreb\u0103ri diferite. OCR poate g\u0103si text \u00eentr-o scanare, iar un c\u00e2mp verificat identific\u0103 clientul corect sau data relevant\u0103 pentru activitate. \u00cencerca\u021bi ambele metode pe fi\u0219iere reprezentative \u0219i cu permisiunile utilizatorilor implica\u021bi.<\/p>\n<h2>Folosi\u021bi c\u00e2mpurile \u00een procesele zilnice<\/h2>\n<p>Datele pot sprijini revizuirile, iar valorile structurate pot sus\u021bine rapoarte \u0219i fluxuri configurate. <a href=\"https:\/\/www.folderit.com\/ro\/knowledge-base\/designerul-de-fluxuri-de-lucru\/\">Workflow Designer (ghid \u00een englez\u0103)<\/a> poate utiliza modificarea unei metadate ca eveniment \u0219i verifica un c\u00e2mp drept condi\u021bie. Configura\u021bi \u0219i testa\u021bi \u00eentreaga automatizare: schimbarea st\u0103rii, singur\u0103, nu define\u0219te un proces de aprobare.<\/p>\n<p>La transferul unei arhive, conveni\u021bi asocierea fi\u0219ierelor \u0219i maparea c\u00e2mpurilor \u00eenainte de importul unui tabel de metadate Excel sau CSV. <a href=\"https:\/\/www.folderit.com\/ro\/blog\/migrare-documente-plan-verificare\/\">Ghidul de migrare a sistemului de documente<\/a> descrie verific\u0103rile necesare.<\/p>\n<h2>\u00centre\u021bine\u021bi structura dup\u0103 configurare<\/h2>\n<ul>\n<li>Desemna\u021bi cine administreaz\u0103 defini\u021biile c\u00e2mpurilor \u0219i op\u021biunile listelor.<\/li>\n<li>Explica\u021bi c\u00e2mpurile ambigue, mai ales datele \u0219i st\u0103rile.<\/li>\n<li>Verifica\u021bi valorile obligatorii lips\u0103 \u0219i variantele de scriere.<\/li>\n<li>Testa\u021bi modific\u0103rile \u0219ablonului pe un e\u0219antion mic.<\/li>\n<li>Verifica\u021bi dependen\u021bele \u00eenainte de \u0219tergerea unui c\u00e2mp central: acesta se elimin\u0103 din toate locurile \u00een care este folosit, inclusiv din \u0219abloane \u0219i resurse stocate.<\/li>\n<\/ul>\n<p>\u00cencepe\u021bi cu un dosar \u0219i documente reprezentative. <a href=\"https:\/\/my.folderit.com\/signup\/\">\u00cencerca\u021bi Folderit<\/a> \u0219i ruga\u021bi un coleg s\u0103 g\u0103seasc\u0103 documentul corect folosind c\u00e2mpurile convenite.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Alege\u021bi c\u00e2mpurile, configura\u021bi \u0219abloane de dosar \u0219i g\u0103si\u021bi documentele \u00een Folderit. Exemplu de contract, introducerea valorilor, filtre \u0219i verific\u0103ri.<\/p>\n","protected":false},"author":12,"featured_media":94098,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[3725],"tags":[],"class_list":["post-94175","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized-ro"],"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>Metadate pentru documente \u0219i c\u0103utare | Folderit<\/title>\n<meta name=\"description\" content=\"Alege\u021bi c\u00e2mpurile, configura\u021bi \u0219abloane de dosar \u0219i g\u0103si\u021bi documentele \u00een Folderit. 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Exemplu de contract, introducerea valorilor, filtre \u0219i verific\u0103ri.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.folderit.com\/ro\/blog\/metadate-documente-campuri-sabloane-cautare\/\" \/>\n<meta property=\"og:site_name\" content=\"Document Management System Folderit\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/folderit\" \/>\n<meta property=\"article:published_time\" content=\"2022-01-24T09:53:30+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-11-04T09:26:31+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.folderit.com\/wp-content\/uploads\/2026\/11\/p20697-ro-cover.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1536\" \/>\n\t<meta property=\"og:image:height\" content=\"926\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Mari Laatre\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:title\" content=\"Metadate \u00een gestionarea documentelor: c\u00e2mpuri, \u0219abloane \u0219i c\u0103utare\" \/>\n<meta name=\"twitter:creator\" content=\"@FolderitDMS\" \/>\n<meta name=\"twitter:site\" content=\"@FolderitDMS\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Mari Laatre\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.folderit.com\/ro\/blog\/metadate-documente-campuri-sabloane-cautare\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.folderit.com\/ro\/blog\/metadate-documente-campuri-sabloane-cautare\/\"},\"author\":{\"name\":\"Mari Laatre\",\"@id\":\"https:\/\/www.folderit.com\/ro\/#\/schema\/person\/14a9a9d021b3ac98aaef5effea004415\"},\"headline\":\"Metadate \u00een gestionarea documentelor: c\u00e2mpuri, \u0219abloane \u0219i c\u0103utare\",\"datePublished\":\"2022-01-24T09:53:30+00:00\",\"dateModified\":\"2026-11-04T09:26:31+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.folderit.com\/ro\/blog\/metadate-documente-campuri-sabloane-cautare\/\"},\"wordCount\":889,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/www.folderit.com\/ro\/#organization\"},\"image\":{\"@id\":\"https:\/\/www.folderit.com\/ro\/blog\/metadate-documente-campuri-sabloane-cautare\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.folderit.com\/wp-content\/uploads\/2026\/11\/p20697-ro-cover.jpg\",\"articleSection\":[\"Uncategorized @ro\"],\"inLanguage\":\"ro\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/www.folderit.com\/ro\/blog\/metadate-documente-campuri-sabloane-cautare\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.folderit.com\/ro\/blog\/metadate-documente-campuri-sabloane-cautare\/\",\"url\":\"https:\/\/www.folderit.com\/ro\/blog\/metadate-documente-campuri-sabloane-cautare\/\",\"name\":\"Metadate pentru documente \u0219i c\u0103utare | Folderit\",\"isPartOf\":{\"@id\":\"https:\/\/www.folderit.com\/ro\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.folderit.com\/ro\/blog\/metadate-documente-campuri-sabloane-cautare\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.folderit.com\/ro\/blog\/metadate-documente-campuri-sabloane-cautare\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.folderit.com\/wp-content\/uploads\/2026\/11\/p20697-ro-cover.jpg\",\"datePublished\":\"2022-01-24T09:53:30+00:00\",\"dateModified\":\"2026-11-04T09:26:31+00:00\",\"description\":\"Alege\u021bi c\u00e2mpurile, configura\u021bi \u0219abloane de dosar \u0219i g\u0103si\u021bi documentele \u00een Folderit. 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