{"id":94173,"date":"2022-01-24T11:53:30","date_gmt":"2022-01-24T09:53:30","guid":{"rendered":"https:\/\/www.folderit.com\/?p=94173"},"modified":"2026-11-04T11:26:26","modified_gmt":"2026-11-04T09:26:26","slug":"metapodatki-dokumenti-polja-predloge-iskanje","status":"publish","type":"post","link":"https:\/\/www.folderit.com\/sl\/blog\/metapodatki-dokumenti-polja-predloge-iskanje\/","title":{"rendered":"Metapodatki pri upravljanju dokumentov: polja, predloge in iskanje"},"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>Metapodatki pri upravljanju dokumentov pretvorijo poslovne informacije v dosledna polja, po katerih je mogo\u010de iskati. Ekipa lahko preveri stranko, skrbnika pogodbe, stanje in pomembne datume, namesto da bi jih ugibala iz imena <code>pogodba-koncna-v3.pdf<\/code>.<\/p>\n<p>Ta vodnik obravnava nastavitev v Folderitu. Za uvod preberite, <a href=\"https:\/\/www.folderit.com\/blog\/what-is-metadata-and-what-makes-it-so-useful\/\">kaj so metapodatki in zakaj so uporabni (po angle\u0161ko)<\/a>.<\/p>\n<h2>Polja izberite glede na dejanske potrebe po iskanju<\/h2>\n<p>Za\u010dnite z eno vrsto dokumentov in zapi\u0161ite pogosta opravila. Pri pogodbah: najti dogovore dolo\u010dene stranke, dokumente, ki jih vodi dolo\u010den sodelavec, ali pogodbe, ki pote\u010dejo v izbranem obdobju. Polja oblikujte okoli teh vpra\u0161anj.<\/p>\n<p>Tabela prikazuje primer za\u010detne predloge za pogodbe. Gre za nastavitve, ki jih dolo\u010dite sami, in ne za polja, ki so \u017ee ustvarjena v vsakem ra\u010dunu Folderit.<\/p>\n<p class=\"table-hint\">Na ozkem zaslonu se po tabeli pomikajte vodoravno.<\/p>\n<div class=\"table-wrap\" role=\"region\" tabindex=\"0\">\n<table>\n<thead>\n<tr>\n<th>Polje<\/th>\n<th>Vrsta<\/th>\n<th>Pomen<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Stranka<\/td>\n<td>List ali String<\/td>\n<td>Dogovorjeno ime; kadar je smiselno, uporabite vzdr\u017eevan seznam izbir.<\/td>\n<\/tr>\n<tr>\n<td>Vrsta pogodbe<\/td>\n<td>List<\/td>\n<td>Na primer storitve, dobava ali zaupnost.<\/td>\n<\/tr>\n<tr>\n<td>Skrbnik<\/td>\n<td>User<\/td>\n<td>Sodelavec, odgovoren za spremljanje pogodbe.<\/td>\n<\/tr>\n<tr>\n<td>Stanje<\/td>\n<td>List<\/td>\n<td>Jasne faze: Osnutek, V pregledu in Podpisano.<\/td>\n<\/tr>\n<tr>\n<td>Datum izteka<\/td>\n<td>Date<\/td>\n<td>Pogodbeni zaklju\u010dek, ne datum nalaganja datoteke.<\/td>\n<\/tr>\n<tr>\n<td>Prej\u0161nja oznaka<\/td>\n<td>String<\/td>\n<td>Identifikator, ohranjen iz starega sistema.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<p>Prva predloga naj ostane majhna. Polje dodajte, kadar je jasno, kako podpira iskanje, odlo\u010ditev ali potreben proces. Ne zbirajte osebnih podatkov, ki za upravljanje teh dokumentov niso potrebni.<\/p>\n<h2>Lo\u010dite privzeta polja od prilagojenih<\/h2>\n<p>Sedem privzetih dokumentnih polj je Title, Notes, Tags, Signed by, Document ID, Date in Due Date. Document ID nastane samodejno. Signed by bele\u017ei imena podpisnikov; vpis imena v to polje ni elektronsko podpisovanje dokumenta.<\/p>\n<p><a href=\"https:\/\/www.folderit.com\/knowledge-base\/custom-metadata-fields-and-folder-templates\/\">Vrste prilagojenih polj (navodila po angle\u0161ko)<\/a> vklju\u010dujejo String, Long text, Checkbox, Date, Datetime, Time, Integer, Decimal, List, Email, URL, User in Entity. Pri List dolo\u010dite dovoljene izbire. Vrsto izberite pred uvozom in preverite prazne datume ter identifikatorje z za\u010detnimi ni\u010dlami. \u010ce morajo ni\u010dle v oznaki 00123 ostati, jo shranite kot besedilo.<\/p>\n<h2>Ustvarite predlogo mape za ponovno uporabo<\/h2>\n<p>Predloga mape samodejno doda dolo\u010dena polja novim virom v izbranem obsegu.<\/p>\n<ol>\n<li>Odprite mapo in v orodni vrstici izberite <strong>Meta<\/strong>.<\/li>\n<li>Dodajte obstoje\u010de polje ali ustvarite novo z imenom, opisom in vrsto podatka.<\/li>\n<li>Za vsako polje nastavite <strong>Required<\/strong>, <strong>Recursive<\/strong> in obseg Include: datoteke, mape, zunanje povezave ali njihovo kombinacijo.<\/li>\n<li>Shranite nastavitve in preverite nov vir v tej mapi.<\/li>\n<\/ol>\n<p>Required zahteva vnos vrednosti ob urejanju metapodatkov. Folderit ozna\u010di vire z manjkajo\u010dimi obveznimi vrednostmi, da jih uporabnik dopolni v pogledu Modify. To ne pomeni, da ima vsaka nalo\u017eena datoteka takoj popolne in pravilne metapodatke.<\/p>\n<p>Recursive raz\u0161iri polje tudi na podmape. Uporabite ga, \u010de celotna veja sledi istemu dokumentnemu modelu. Preverite posledice, preden nastavitev raz\u0161irite na oddelke z druga\u010dnimi potrebami.<\/p>\n<h2>Vnesite vrednosti in jih naredite pregledne<\/h2>\n<p>Odprite datoteko, mapo ali zunanjo povezavo in izberite <strong>Modify<\/strong> za vnos ali posodobitev vrednosti. Uporabnik potrebuje ustrezno dovoljenje za urejanje vira. Ustvarjanje in upravljanje osrednjih polj zahteva dovoljenje ra\u010duna Manage Metadata.<\/p>\n<p>Najpomembnej\u0161a polja prika\u017eite v <a href=\"https:\/\/www.folderit.com\/knowledge-base\/configuring-columns\/\">stolpcih mape (navodila po angle\u0161ko)<\/a>. Tako manjkajo\u010de podatke in razli\u010dne zapise opazite brez odpiranja vsakega dokumenta.<\/p>\n<p><a href=\"https:\/\/www.folderit.com\/knowledge-base\/searching\/\">Napredno iskanje (navodila po angle\u0161ko)<\/a> omogo\u010da omejevanje rezultatov s prilagojenimi polji in drugimi filtri. Live Search med tipkanjem i\u0161\u010de po imenih in metapodatkih. Deep Search lahko z OCR in indeksiranjem i\u0161\u010de tudi po vsebini podprtih dokumentov. Vsebina datotek XLSX ni vklju\u010dena v iskanje vsebine z OCR.<\/p>\n<p>OCR in metapodatki re\u0161ujejo razli\u010dne naloge. OCR lahko najde besedilo v skenu; preverjeno polje pa dolo\u010di pravo stranko ali poslovni datum. Oba na\u010dina preizkusite na reprezentativnih datotekah in z dejanskimi dovoljenji uporabnikov.<\/p>\n<h2>Pove\u017eite polja z vsakdanjimi postopki<\/h2>\n<p>Datumi lahko podpirajo preglede, strukturirane vrednosti pa poro\u010dila in nastavljene poteke dela. <a href=\"https:\/\/www.folderit.com\/knowledge-base\/workflow-designer\/\">Workflow Designer (navodila po angle\u0161ko)<\/a> lahko spremembo metapodatka uporabi kot dogodek in preveri polje kot pogoj. Nastavite in preizkusite celotno avtomatizacijo: sama sprememba stanja ne dolo\u010di postopka odobritve.<\/p>\n<p>Pri prenosu arhiva se dogovorite o povezovanju datotek in polj, preden uvozite metapodatke iz preglednice Excel ali CSV. <a href=\"https:\/\/www.folderit.com\/sl\/blog\/migracija-dms-nacrt-preverjanje\/\">Vodnik za migracijo dokumentnega sistema<\/a> opisuje potrebna preverjanja.<\/p>\n<h2>Vzdr\u017eujte model tudi po uvedbi<\/h2>\n<ul>\n<li>Dolo\u010dite odgovorno osebo za definicije polj in vrednosti seznamov.<\/li>\n<li>Pojasnite dvoumna polja, zlasti datume in stanja.<\/li>\n<li>Preverjajte manjkajo\u010de obvezne vrednosti in razli\u010dne zapise.<\/li>\n<li>Spremembe predloge najprej preizkusite na majhnem vzorcu.<\/li>\n<li>Pred brisanjem osrednjega polja preverite odvisnosti: odstrani se povsod, kjer se uporablja, tudi v predlogah in shranjenih virih.<\/li>\n<\/ul>\n<p>Za\u010dnite z eno mapo in reprezentativnim naborom dokumentov. <a href=\"https:\/\/my.folderit.com\/signup\/\">Preizkusite Folderit<\/a> in prosite sodelavca, naj z dogovorjenimi polji poi\u0161\u010de pravi dokument.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Izberite polja, nastavite predlogo mape in poi\u0161\u010dite dokumente v Folderitu. Primer pogodbe, vnos vrednosti, iskalni filtri in prakti\u010dna preverjanja.<\/p>\n","protected":false},"author":12,"featured_media":94072,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[3681],"tags":[],"class_list":["post-94173","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized-sl"],"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>Metapodatki za dokumente in iskanje | Folderit<\/title>\n<meta name=\"description\" content=\"Izberite polja, nastavite predlogo mape in poi\u0161\u010dite dokumente v Folderitu. 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