Articles in this section

Dynamics Metadata package

This article explains what Dynamics Metadata contains in terms of functionality, as well as the use cases that will be solved using this package. 

Dynamic functionalities included​

Main use cases​

  • Document management and governance.
  • Supporting document security processes across the company.
  • Author management of documents.

Dynamics Metadata

Ensure compliant metadata information in all business content across the organization:

  • Populate metadata automatically in every document created across the business.
  • Apply custom XML from other systems into the templates.
  • Prefill metadata from other systems like SharePoint and DMS applications.
  • Set default DLP classifications to every document created.

Common document types​ 

  • Documents needing advanced security standards.
  • Documents stored in management systems.

Other available Dynamics packages

  • Dynamics Templates: insert user, brand, and compliance information into the template.
  • Dynamics Compile: insert content and slides to create full documents and presentations.
templates dynamics compile
Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.