---
title: "Display Item Metadata in Proofing"
slug: "view-item-metadata-in-proofing"
updated: 2026-01-16T13:27:04Z
published: 2026-01-16T13:27:04Z
canonical: "documentation.encodify.com/view-item-metadata-in-proofing"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.encodify.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Display Item Metadata in Proofing

## How to configure Proofing Metadata

---

When using online proofing, you can extend the side panel to view item metadata, providing additional context for the review and approval process. To enable this feature, follow these steps:

1. Navigate to **Site Configuration → {Module} → Proofing and Comments**.
2. Click **Edit Settings**.
3. Locate the option **Enable Proofing Metadata** and tick the checkbox.
4. From the **Metadata Field** dropdown, select either a status field or a select box field.
5. Click **Save** to apply the changes.

> [!WARNING]
> **Note:** When the **Metadata Field** is not readable to a user, the proofing metadata tab is will not visible.

![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/image-1742570611781.png)

An image of the Proofing and Comments configuration screen highlighting the section to enable proofing metadata

Next, define which fields should be displayed within the proofing interface by following these steps:

1. Navigate to **Site Configuration → {Module} → Field Templates**.
2. Click **Create Field Template.**
3. Enter a name for the field template and click **OK** to save. The proofing interface can dynamically display fields based on the current value saved for the item. Repeat this step for each variation.

![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/field-tempalte-creation.png)

An image highlighting the ‘Create Field Template’ modal

1. Navigate to **Site Configuration → {Module} → Field Usage**.
2. Ensure the **Template** tab is selected, then click the **Configure Field Usage** button.
3. In the pop-up window, locate each field template you created earlier and ensure the checkbox next to each field you wish to display is selected.

> [!WARNING]
> **Note:** Users require a minimum of READ access to fields displayed within the template for them to be displayed within the proofing metadata tab.

![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/field-usage-defining-visible-fields.png)

An image of field template pop-up window displaying selected fields

1. Navigate to **Site Configuration → {Module} → Field Definition**.
2. Locate the field selected in **Site Configuration → {Module} → Proofing and Comments → Metadata Field** and click **Edit**.
3. Under **Dynamic Forms → Default Template for Proofing Metadata**, select a field template to display for the fields. This will act as the fallback template when the metadata field is empty.
4. Under **Dynamic Forms → Template for Proofing Metadata**, select a field template for each dropdown value. This ensures the fields dynamically adjust based on the current value saved for the item

![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/image-1742571277251.png)

An image highlighting the ‘Dynamic Forms’ section within Field Definition Configuration

## Where to find Proofing Metadata Tab

---

Once successfully configured, the![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/image-1742572627091.png)**Metadata** tab will appear in the side panel for the latest version. The![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/image-1742572627091.png)**Metadata** tab will not be visible when viewing previous versions.

The displayed metadata fields will adjust automatically depending on the specific values associated with the item. For example, if a Discipline field is set to "Print" certain metadata fields relevant to a print job will be shown, while others may remain hidden. Similarly, if a different value is saved, the displayed fields can change accordingly, ensuring that only the relevant information is presented to the user at any given time. T

This dynamic behaviour is controlled based on your previously configured field templates and allows for a more tailored and context-specific review process, ensuring that users only see the information pertinent to the stage or status of the item being reviewed.

![An image showcasing the item metadata tab displayed within the online proofing interface](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/proofing item metadata.png)

An image showcasing the item metadata tab displayed within the online proofing interface