• Save to SharePoint
  • Completing Metadata / Columns
  • Automatic Metadata Capture
  • Rename and replace files
  • Copy Metadata
  • Replace item in SharePoint

Copy Metadata

To copy metadata from an existing SharePoint item when saving to SharePoint:

1. Save the file, document or email attachment to SharePoint and show the Save to SharePoint window
2. Select a location in the navigation tree to save the document
3. Select the 'Location Content' tab and find the document you would like to copy metadata from
4. Right-click on the document and select 'Copy item in SharePoint'
   1. You will be asked if the existing metadata should be retained/used as default values in the Save to SharePoint window.  By selecting 'Yes', all values will be copied to the Save to SharePoint Window 
5. Select 'Save'