# Adding metadata to a template

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If this is an existing or autogenerated section you’ll see a list of existing metadata at the top of the template editor.

For an existing or new section you’ll also see an option to add metadata.

Adding or editing the metadata uses similar fields to the section itself, but it requires different information.

At the top of the editor, use these three fields to manage the metadata:

• Use the tickbox to determine whether this metadata item should be displayed as a sub-item in the left-hand navigation menu for the template.
• Use the label to give this metadata a name
• Enter a number in the order box to determine where in the sub-section this metadata appears. 1 will be above 2, which will be above 3, etc.

Choose a layout for your metadata within the section. There are fewer options for metadata than there are for the section.

• Design (options: Block, List) determines the basic shape of this metadata
• Content Direction (options: Column, Row) determines whether your data is read top to bottom or left to right

Under Primary Heading, choose the headings that you want each element of your data to be labelled with, within this metadata section.

Using a Static Value, each element of this metadata in this section will be labelled with the same heading. Enter the heading in the Value field. Tooltip can be used to give a description for this heading that’s available as a tooltip.

Using a Metadata Value, each element of this metadata in this section will be labelled with the heading that’s in the data.

• The Path Type (options: Relative, Base, Linked) determines where you are looking for your data. In CIIM data this will typically be Relative.
• The Path is the field heading or part of the data that describes the data (eg ‘content description’ or ‘full title’. If your data is in key/value pairs, in CIIM you will typically use ‘type’ to access this.
• Placeholder optionally will appear in the template if no data is available
• Tooltip optionally can be used to give a description for this heading that’s available as a tooltip

You can also add a Secondary Heading which will appear below the primary heading in the template.

The Content section determines the actual data that the template will display in your record, and how it displays.

• The Additional Styling dropdown gives you options for coloured highlights in the template.
  • Cover image will clip an image to fit the template container.
  • Contain image will shrink an image to fit the template container
• The Path Type (options: Relative, Base, Linked) determines where you are looking for your data. In CIIM data this will typically be relative.
• The Path is the field heading or part of the data that contains the data itself (eg a full title or description). In CIIM you will typically use ‘value’ to access this.
• Placeholder optionally will appear in the template if no data is available

There are three tickboxes that determine how non-textual data can be displayed

• Is hyperlink will format any hyperlinks as live links
• Is search will allow a search from within the template.
• Is image will display an images in the template

Tooltip can optionally be used to give a description for this data that’s available as a tooltip

You can optionally add an icon and/or a flag to visually distinguish your data

Finally, Save the metadata in your section, to see the changes reflected in the template currently displaying your rich data.