Mandatory metadata

I’m trying to create a new document library in Box to hold documents relating to customers.

Folder structure is very simple: Parent folder > a folder for each customer, and then files are stored in the appropriate customer folder.

I want to do force users to enter metadata (document type, customer account number) when they upload a file. I’ve created a template, and applied it to the folder, and I can see that files acquire this template when they are uploaded. But there’s no prompt or opportunity to enter the metadata values when a document is uploaded. How can I make it mandatory to enter the metadata on upload?

(I can do it by creating a File Request, but I’d have to have a File Request for each customer folder, and that’s not practical.)

France

2 juin 2021 20:01

Hi Tim,

Welcome to the Box Community!

Unfortunately, we don't currently offer the feature you asked about and the closest option would be to creating a File request link.

If this is something you would like to be able to do, I would highly recommend submitting this feature request at pulse.box.com! Our product managers review these requests and take them into consideration for future product development.

Best,

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