Attaching Metadata to a Document

Metadata is the set of data that describes and gives information about your document. For Vision 3 to recognise your patient and for you to have an effective at a glance summary of a document without opening and reading it, you must attach the appropriate metadata to it.

To attach metadata to a document:

1. From ZeDOC, select the Basket to process and the documents in the Basket display to the right.

2. Starting with the first image, top left, select the document to preview the document.

3. Double click on the last page of the first document, for example, if this is a single page document double click on the first page, if it is a three page document, double click on page three:

   

4. The Fields capture - Repository : Repository name - Basket : Basket name screen displays, review the document using the following tools where required:

   • Orientation - Select the appropriate option to change the orientation of the image, for example, a landscape page.

   • Crop - Select to crop the image if appropriate.

   • Zoom - Select to zoom in on the image.

   • Annotate - Add annotation.

5. On the left hand side enter or select the relevant metadata:

   

   See Creating a Repository for details on setting up your metadata options.

6. Select OK.

7. The document no longer displays in the Basket, repeat steps 3 - 6 until all documents are processed.

You can now close ZeDOC and move over to Vision 3.