Click Settings > Folders. A list of all monitored folders displays.

To update an existing folder, click the Edit icon on the row with the folder you want to edit. To create a new folder, click the Add icon.

On the second page of Create/Edit Folder window, enable Add/remove custom metadata fields and click Next to display the Update Metadata field names dialog.

To add a metadata field name, type it into the Enter metadata field name field and click the Add button or press enter.

To upload a file with multiple field names, click the Upload button and add the file from the browser. The file should contain the name of one metadata field in plain text on each line. For example:

client-phone
client-name
account-number
agent-name

All added field names are listed under Custom metadata field names. To remove a field name, click its Delete icon.

Save the list of custom metadata tags by clicking the Create or Update button. Changes will not be saved if you navigate away from the window before saving.