Metadata controls how forms appear in the library and how they are categorized.
To edit metadata:
Navigate to Find Forms
Select the form record
Click Submit
Update the metadata fields
Click Save
Editable fields include:
Form name
Description
Category
Literature number
Revision date
State availability
Metadata updates do not change the PDF itself. They only update the form record information.
Forms can be set to Active or Inactive (shown in the above video).
Active
The form is available to users.
Inactive
The form remains in the library but cannot be used.
Example scenarios for marking a form inactive include:
waiting for an updated version
temporarily disabling a form
retiring a form from use
Inactive forms remain visible in QFM but will not appear to users.