Metadata Assistant Quick Start Guide

Metadata Assistant 4.
1
Quick Start Guide
A guide to getting started using Metadata Assistant
1111 3rd Avenue, Suite 2200

Seattle, Washington 98101-3213
206.344.8966
Table of Contents
What is Metadata? .......................................................................................................................................................... 1
How to Launch the Metadata Assistant.................................................................................................................. 1
Changing Default Settings........................................................................................................................................... 3
Help Files ............................................................................................................................................................................ 4
Support ............................................................................................................................................................................... 4
2014-2015 PayneGroup, Inc.

Last Edited: February 9, 2015 - Revision: 2.2
Page i
What is Metadata?
When files are created, opened, edited, printed, or saved in Word, Excel, PowerPoint, or a PDF
program, those files contain information and/or data that you do not want others outside of the
organization to discover. Metadata is also found in audio, visual, image, xml, and OpenOffice file
types. The software industry refers to this information as metadata, also known as data about
data. For a complete list of metadata types please refer to the Help files.
How to Launch the Metadata Assistant

Metadata Assistant can be launched using several different methods.
Instructions
Launch Metadata Assistant Using Drag and Drop
Use this method for files that are saved locally or to a network location.
1.
2.
3.
4.
5.
Confirm that the Metadata Assistant 4 application icon is on the Windows Desktop.
Point to the file(s) to be cleaned.
Click and drag the file(s) over the Metadata Assistant 4 icon.
Watch for the tip that reads: Open with Metadata Assistant 4.1.
Release the mouse button.
Instruction
Launch Metadata Assistant Using Right-Click
Use this method for files that are saved locally or to a network location. Single or multiple files
can be processed at a time using this method.
1. Point to the file and right-click, or choose multiple files by holding down Ctrl key when
selecting.
2. Choose Check Metadata.

Page 1
Instructions
Launch Metadata Assistant From Windows
Use this method as an alternative to Drag-and-Drop, and Right-Click.
1. Click the Windows Start button.
2. Click All Programs.
3. In the Metadata Assistant folder, click Metadata Assistant 4.
Instructions
Launch Metadata Assistant Using Microsoft Office Application
1. Use this method to analyze an open file.
2. Click the File tab and then click Info.
3. Click Find and Clean Metadata.

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Instructions
Access Metadata Assistant via Email
1. Create a new mail message and attach a file(s).
2. Click Send.
3. The following dialog box will display.
4.
5.
6.
7.
From the Action drop-down list, choose Clean, Skip, or PDF.

From the Scan Level drop-down list, choose High, Medium, Low, or Custom.
Click Begin Processing.
When the Metadata Assistant has finished processing the files, the e-mail will be sent with
no further interaction.
Changing Default Settings

Changes can be made to the default settings by clicking the Edit Defaults and Preferences link
on the User Interface. This link may be hidden per the organizations customizations.

Page 3
Help Files
The Help files are a great resource for learning the ins and outs of the Metadata Assistant.
Simply click on the Help button located in the top right-hand corner of any Metadata Assistant
user interface to access a comprehensive guide.
Support
Located within the Help files is a section titled Support. In this section there are several different
levels of useful tools to troubleshoot issues.

Page 4
Under Contact Us is a section titled Help Expedite the Troubleshooting Process By Having the
Following Information Handy. Answer these questions and send them to the support team with
the initial question to help to expedite a solution.

Page 5

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Metadata Assistant 4.

1111 3rd Avenue, Suite 2200

2014-2015 PayneGroup, Inc.

How to Launch the Metadata Assistant

2014-2015 PayneGroup, Inc.

2014-2015 PayneGroup, Inc.

From the Action drop-down list, choose Clean, Skip, or PDF.

Changing Default Settings

2014-2015 PayneGroup, Inc.

2014-2015 PayneGroup, Inc.

2014-2015 PayneGroup, Inc.

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