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Metadata template

  • January 6, 2026
  • 1 reply
  • 27 views
E

Hello everyone,

I am trying to learn how I can create metadata template to tag documents on box for easy access. I am just starting out and currently trying to learn how to create templates. Any help is appreciated. 

    1 reply

    C
    • crenaud Box
    • Box Employee
    • January 6, 2026

    Start here:

    https://support.box.com/hc/en-us/articles/ [removed by moderator] -Customizing-Metadata-Templates

    https://support.box.com/hc/en-us/articles/ [removed by moderator] -Metadata-FAQ

    From there, it’s really a matter of how you want to use that metadata--do you want it populated automatically using metadata extraction? Do you want it to drive workflows (Relay/Automate)? Do you want to create metadata-driven dashboards/interfaces (Box Apps)? Do you want it to drive information governance (retention, classification, etc)?

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