> For the complete documentation index, see [llms.txt](https://docs.clickai.vn/clickai-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.clickai.vn/clickai-docs/clickai-docs-en/database/manage-document-metadata.md). # Manage Document Metadata ## Table of Contents · \[What is Metadata?]\(#what-is-metadata) · \[Manage Metadata Fields]\(#manage-metadata-fields) · \[Edit Metadata]\(#edit-metadata) · \[Filter Documents with Metadata]\(#filter-documents-with-metadata) · \[FAQ]\(#faq) ## What is Metadata? ### Overview Metadata is supplementary descriptive information attached to documents in a Knowledge Base. Metadata allows you to categorize, organize, and filter documents, significantly improving retrieval accuracy. ### Core Concepts


Concept	Description	Example
Field	The label of a metadata field	"author", "language", "category"
Value	The information stored in a metadata field	"John Smith", "English", "policy"
Value Count	Number of values in a metadata field (including duplicates)	"3"
Value Type	The type of value a field can contain	String, Number, Time

ClickAI supports 3 value types:


Type	Description	Example
String	Text-based information	"Product Manual", "Vietnam"
Number	Numerical data	42, 3.14
Time	Dates/timestamps	"2024-01-15", "2024-03-20T10:30:00"

## Manage Metadata Fields ### Default Metadata Fields Each Knowledge Base comes with default metadata fields:


Default Field	Type	Description
document_name	String	Document name
uploader	String	Person who uploaded
upload_date	Time	Upload date
last_update_date	Time	Last update date
source	String	Data source

### Create New Fields 1\. Click +Add Metadata to open the New Metadata dialog 2\. Choose the Value Type (String, Number, or Time) 3\. Name the field 4\. Click Save to apply ### Edit Field Names 5\. Click the edit icon next to a field 6\. Enter the new name 7\. Click Save to apply ### Delete Fields Click the delete icon next to the field to remove. 🚨 WARNING: Deleting a metadata field removes the field and all associated values from ALL documents in the Knowledge Base. This action cannot be undone. ## Edit Metadata ### Bulk Edit in the Metadata Editor 8\. In the Knowledge Base, select documents using checkboxes on the left 9\. Click Metadata in the bottom action bar 10\. In the Metadata Editor: · Click +Add Metadata to add existing fields or create new ones via +New Metadata · New fields are automatically added to the Knowledge Base · Click Manage to access the Metadata Panel 11\. (Optional) Enter values for new fields 12\. Click Save to apply Editor actions:


Action	How to
Add Values	Type directly in field boxes
Reset Values	Click the blue dot that appears on hover
Delete Values	Clear the field or delete the Multiple Value card
Delete Fields	Click the delete icon (fields appear struck through and grayed out)

📝 NOTE: Deleting a field from the editor only removes it from that document, NOT from the Knowledge Base. ### Edit on Document Details Page 13\. Open the document details page 14\. Click Edit in the top right 15\. Click +Add Metadata to add fields 16\. Edit values or delete fields 17\. Click Save to apply ## Filter Documents with Metadata Metadata allows you to filter documents during retrieval, narrowing the search scope and improving accuracy. See details on using metadata filtering in applications at: \[Integrate Knowledge in Apps]\(./12-integrate-in-apps.md) ## FAQ ### What can I do with metadata? · Find information faster with smart filtering · Control access to sensitive content · Organize data more effectively · Automate workflows based on metadata rules ### Fields vs Values: What's the difference? · Field is the label (e.g., "category") — defines the type of information · Value is the specific content (e.g., "policy") — the actual data ### How do different delete options work?


Action	Scope
Delete field from Metadata Editor	Only removes from current document
Delete field from Metadata Panel	Removes from ALL documents in Knowledge Base
Delete value	Only removes the value, field still exists

*📖 Previous: \[Documents & Chunks]\(./08-manage-documents-chunks.md) · Next: \[Knowledge Settings]\(./10-settings.md)* --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.clickai.vn/clickai-docs/clickai-docs-en/database/manage-document-metadata.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.