{"id":94151,"date":"2022-01-24T11:53:30","date_gmt":"2022-01-24T09:53:30","guid":{"rendered":"https:\/\/www.folderit.com\/?p=94151"},"modified":"2026-11-04T11:26:02","modified_gmt":"2026-11-04T09:26:02","slug":"metapodaci-dokumenti-polja-sabloni-pretraga","status":"publish","type":"post","link":"https:\/\/www.folderit.com\/sr-lat\/blog\/metapodaci-dokumenti-polja-sabloni-pretraga\/","title":{"rendered":"Metapodaci u upravljanju dokumentima: polja, \u0161abloni i pretraga"},"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>Metapodaci u upravljanju dokumentima pretvaraju poslovne informacije u dosledna polja koja mogu da se pretra\u017euju. Umesto zaklju\u010divanja iz naziva <code>ugovor-konacni-v3.pdf<\/code>, tim mo\u017ee da proveri klijenta, odgovornu osobu, status i va\u017ene datume.<\/p>\n<p>Ovaj vodi\u010d obja\u0161njava pode\u0161avanje u Folderitu. Za uvod pro\u010ditajte <a href=\"https:\/\/www.folderit.com\/blog\/what-is-metadata-and-what-makes-it-so-useful\/\">\u0161ta su metapodaci i za\u0161to su korisni (na engleskom)<\/a>.<\/p>\n<h2>Birajte polja prema pitanjima iz svakodnevnog rada<\/h2>\n<p>Po\u010dnite jednom vrstom dokumenta i zapi\u0161ite uobi\u010dajene pretrage. Kod ugovora to mogu biti sporazumi odre\u0111enog klijenta, dokumenti koje prati odre\u0111eni kolega ili ugovori koji isti\u010du u odabranom periodu. Polja treba da podr\u017ee te zadatke.<\/p>\n<p>Tabela prikazuje primer po\u010detnog \u0161ablona za ugovore. To su pode\u0161avanja koja sami defini\u0161ete, a ne polja koja ve\u0107 postoje na svakom Folderit nalogu.<\/p>\n<p class=\"table-hint\">Na u\u017eem ekranu pomerite tabelu vodoravno.<\/p>\n<div class=\"table-wrap\" role=\"region\" tabindex=\"0\">\n<table>\n<thead>\n<tr>\n<th>Polje<\/th>\n<th>Tip<\/th>\n<th>Zna\u010denje<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Klijent<\/td>\n<td>List ili String<\/td>\n<td>Dogovoreni naziv klijenta; koristite odr\u017eavanu listu izbora kada je prakti\u010dno.<\/td>\n<\/tr>\n<tr>\n<td>Vrsta ugovora<\/td>\n<td>List<\/td>\n<td>Na primer, usluge, nabavka ili poverljivost.<\/td>\n<\/tr>\n<tr>\n<td>Odgovorna osoba<\/td>\n<td>User<\/td>\n<td>Kolega zadu\u017een za pra\u0107enje ugovora.<\/td>\n<\/tr>\n<tr>\n<td>Status<\/td>\n<td>List<\/td>\n<td>Jasne faze: Nacrt, Na pregledu i Potpisan.<\/td>\n<\/tr>\n<tr>\n<td>Datum isteka<\/td>\n<td>Date<\/td>\n<td>Ugovoreni zavr\u0161etak, a ne datum otpremanja.<\/td>\n<\/tr>\n<tr>\n<td>Prethodna referenca<\/td>\n<td>String<\/td>\n<td>Identifikator sa\u010duvan iz ranijeg sistema.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<p>Prvi \u0161ablon neka bude jednostavan. Dodajte polje kada je jasno kako poma\u017ee pretrazi, odluci ili potrebnom procesu. Ne prikupljajte li\u010dne podatke koji nisu potrebni za upravljanje tim dokumentima.<\/p>\n<h2>Razlikujte podrazumevana i prilago\u0111ena polja<\/h2>\n<p>Sedam podrazumevanih polja dokumenta su Title, Notes, Tags, Signed by, Document ID, Date i Due Date. Document ID generi\u0161e se automatski. Signed by bele\u017ei imena potpisnika; upisivanje imena u to polje nije elektronsko potpisivanje dokumenta.<\/p>\n<p><a href=\"https:\/\/www.folderit.com\/knowledge-base\/custom-metadata-fields-and-folder-templates\/\">Tipovi prilago\u0111enih polja (uputstvo na engleskom)<\/a> uklju\u010duju String, Long text, Checkbox, Date, Datetime, Time, Integer, Decimal, List, Email, URL, User i Entity. Za List defini\u0161ite dostupne izbore. Tip odaberite pre uvoza i proverite prazne datume i oznake s po\u010detnim nulama. Referencu 00123 \u010duvajte kao tekst kada nule moraju da ostanu.<\/p>\n<h2>Napravite \u0161ablon fascikle za ponovnu upotrebu<\/h2>\n<p>\u0160ablon fascikle automatski dodaje definisana polja novim resursima u odabranom obuhvatu.<\/p>\n<ol>\n<li>Otvorite fasciklu i odaberite <strong>Meta<\/strong> na traci s alatkama.<\/li>\n<li>Dodajte postoje\u0107e polje ili napravite novo s nazivom, opisom i tipom podataka.<\/li>\n<li>Za svako polje podesite <strong>Required<\/strong>, <strong>Recursive<\/strong> i obuhvat Include: datoteke, fascikle, spoljne veze ili njihovu kombinaciju.<\/li>\n<li>Sa\u010duvajte pode\u0161avanja i proverite novi resurs u toj fascikli.<\/li>\n<\/ol>\n<p>Required zahteva unos vrednosti prilikom izmene metapodataka. Folderit ozna\u010dava resurse kojima nedostaju obavezne vrednosti, tako da korisnik mo\u017ee da ih dopuni u prikazu Modify. To ne zna\u010di da svaka otpremljena datoteka odmah ima potpune i ta\u010dne podatke.<\/p>\n<p>Recursive primenjuje polje i na potfascikle. Koristite ga kada cela grana deli isti model dokumenata. Proverite uticaj pre nego \u0161to pode\u0161avanja pro\u0161irite na odeljenja s razli\u010ditim potrebama.<\/p>\n<h2>Unesite vrednosti i u\u010dinite ih preglednim<\/h2>\n<p>Otvorite datoteku, fasciklu ili spoljnu vezu i kliknite <strong>Modify<\/strong> da biste uneli ili a\u017eurirali vrednosti. Korisnik mora da ima odgovaraju\u0107u dozvolu za izmenu resursa. Kreiranje i upravljanje centralnim poljima zahteva dozvolu naloga Manage Metadata.<\/p>\n<p>Prika\u017eite najkorisnija polja kao <a href=\"https:\/\/www.folderit.com\/knowledge-base\/configuring-columns\/\">kolone u fascikli (uputstvo na engleskom)<\/a>. Tako mo\u017eete lak\u0161e da uo\u010dite prazne vrednosti i razli\u010dito pisanje bez otvaranja svakog dokumenta.<\/p>\n<p><a href=\"https:\/\/www.folderit.com\/knowledge-base\/searching\/\">Napredna pretraga (uputstvo na engleskom)<\/a> su\u017eava rezultate prilago\u0111enim poljima i drugim filterima. Live Search pretra\u017euje nazive i metapodatke tokom kucanja. Deep Search mo\u017ee da pretra\u017euje i sadr\u017eaj podr\u017eanih dokumenata putem OCR-a i indeksiranja. Sadr\u017eaj XLSX datoteka nije uklju\u010den u OCR pretragu sadr\u017eaja.<\/p>\n<p>OCR i metapodaci re\u0161avaju razli\u010dite zadatke. OCR mo\u017ee da prona\u0111e tekst u skeniranom dokumentu; provereno polje identifikuje pravog klijenta ili poslovni datum. Isprobajte oba na\u010dina na reprezentativnim datotekama i uz stvarne dozvole korisnika.<\/p>\n<h2>Pove\u017eite polja s poslovnim procesima<\/h2>\n<p>Datumi mogu da podr\u017ee preglede, a strukturirane vrednosti izve\u0161taje i pode\u0161ene tokove rada. <a href=\"https:\/\/www.folderit.com\/knowledge-base\/workflow-designer\/\">Workflow Designer (uputstvo na engleskom)<\/a> mo\u017ee da koristi promenu metapodatka kao doga\u0111aj i proveri polje kao uslov. Podesite i testirajte celu automatizaciju: sama promena statusa ne defini\u0161e proces odobravanja.<\/p>\n<p>Pri prenosu arhive dogovorite povezivanje datoteka i polja pre uvoza Excel ili CSV tabele s metapodacima. <a href=\"https:\/\/www.folderit.com\/sr-lat\/blog\/migracija-dms-plan-provere\/\">Vodi\u010d za migraciju sistema dokumenata<\/a> obja\u0161njava potrebne provere.<\/p>\n<h2>Odr\u017eavajte strukturu posle pode\u0161avanja<\/h2>\n<ul>\n<li>Odredite ko odr\u017eava definicije polja i vrednosti u listama.<\/li>\n<li>Objasnite nejasna polja, naro\u010dito datume i statuse.<\/li>\n<li>Pregledajte nedostaju\u0107e obavezne vrednosti i razlike u pisanju.<\/li>\n<li>Izmene \u0161ablona prvo isprobajte na malom uzorku.<\/li>\n<li>Proverite zavisnosti pre brisanja centralnog polja: ono se uklanja svuda gde se koristi, uklju\u010duju\u0107i \u0161ablone i sa\u010duvane resurse.<\/li>\n<\/ul>\n<p>Po\u010dnite jednom fasciklom i reprezentativnim dokumentima. <a href=\"https:\/\/my.folderit.com\/signup\/\">Isprobajte Folderit<\/a> i zamolite kolegu da prona\u0111e pravi dokument pomo\u0107u dogovorenih polja.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Izaberite polja, podesite \u0161ablon fascikle i prona\u0111ite dokumente u Folderitu. Primer ugovora, unos vrednosti, filteri i prakti\u010dne provere.<\/p>\n","protected":false},"author":12,"featured_media":93942,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[1000],"tags":[],"class_list":["post-94151","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized-sr-lat"],"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>Metapodaci za dokumente: polja i pretraga | Folderit<\/title>\n<meta name=\"description\" content=\"Izaberite polja, podesite \u0161ablon fascikle i prona\u0111ite dokumente u Folderitu. 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