A metadata template describes a set of key/value
pairs that can be assigned to a file or folder.
For example, an invoiceData template might hold data about an invoice, having
a field for the invoice ID as well as the customer ID.
A file or folder can have multiple distinct template
associated with it, such as a marketingCollateral instance and a
retentionPolicy instance.
Metadata templates are grouped into two distinct groups, or scopes.
Learn more about Metadata Scopes
Permissions and restrictions
There is a limit of 500 templates per enterprise.
Creating metadata templates is restricted to users with admin permission. This
means that only admins, or co-admins who have been granted rights to Create
and edit metadata templates for your company by the admin can use the web
app or the API to manage templates. Last modified on June 19, 2026
