The Document Metadata Checker compares metadata against file content and identifies missing or mismatched Attribute values before the file is uploaded. This helps users identify potential errors and improve the accuracy of file records.

Prerequisites

Required Privileges

Privilege	Description
Manage AI Admin	Allows users to access Manage AI under Administration Settings and configure AI Agents.
AI Metadata Reviewer	Allows users to access and use the Document Metadata Checker.

NOTE: An administrator must add the Document Metadata Checker Agent to the System Agents list before it becomes available to users. Users must also have the AI Metadata Reviewer privilege assigned to their role.

System Requirements

Requirement	Description
Asite AI Agents Subscription	Provides access to AI Agents and enables their configuration and use.

How Do I Access Document Metadata Checker?

NOTE: Metadata validation for previously uploaded files is not currently supported.

TIP: The Document Metadata Checker is only available during file upload, before the file is saved. Supported File formats include PDF, DOC, DOCX, TXT, CSV and XLSX.

Using the Project Finder, select the required Project.
Navigate to the Files tab.
Select the required folder or subfolder where the file will be uploaded.
Click Upload (top-right).
NOTE: The system requirements, role privileges, and folder permissions for uploading files to a Project also apply when using the Document Metadata Checker. For detailed information, check Publish a File.
Click Files from the dropdown.
In the pop-up, click Select File(s) to choose files and choose the required files.
Enter the required metadata in the Upload pop-up.
Click Verify metadata with AI.
The Asite AI Assistant panel opens and compares the entered metadata with the file content.
- Review the verification results displayed in the panel to identify discrepancies.
NOTE: For an explanation of the verification results, see How Do I Review the Metadata Verification Results?
Correct the relevant metadata fields in the Upload pop-up.
If required, click Verify metadata with AI again to check the updated values.
Review the updated verification results.
In the Upload pop-up, click Upload.

How Do I Review the Metadata Verification Results?

The Document Metadata Checker groups verification results into the following categories:

Category	Description
Matched Values	Displays metadata fields where the entered values match the information identified in the file.
Mismatched Values	Displays metadata fields where the entered values differ from the information identified in the file.
Missing Values	Displays metadata fields where information is missing or could not be identified in the file.

NOTE: Each verification result displays the Metadata Name, Entered Value and Document Value, where available.