Overview
The Smart Notes Metadata field helps improve transcription accuracy by providing AI-specific context without affecting the user-visible form content. Only Tenant Administrators can see and edit these fields. This feature is enabled starting with v7.7.5 on both Android and iOS.
View and edit metadata
Go to the Forms area.
Click the form component you want to configure.
Open the Field Settings configuration panel.
Enter your AI-specific guidance in the Smart Notes Metadata field.
Monitor the character counter as you type.
Character limit management
The system prevents entry beyond 2000 characters. The character counter updates in real-time.
Best practices
Include:
Clear, concise instructions for AI processing
Context about expected input types
Guidance for handling medical terminology
Component-specific transcription preferences
Manage multiple components
Each component has its own independent metadata field. You can:
Configure metadata separately for each component
Navigate between components to set different metadata
Modify existing metadata or add new metadata at any time
Component types that don't support metadata:
Signature fields
Photo fields
Customer picker fields
Label fields
User picker fields
Hyperlink fields
Body map fields
End user experience
Smart Notes metadata fields are never visible to end users on mobile apps or web interface forms. The hidden metadata doesn't affect form layout or appearance. It’s only displayed in the form builder.
FAQ
Who can see and edit Smart Notes metadata fields?
Only Tenant Administrators.
Will end users ever see the metadata content?
No, metadata fields are completely hidden from end users in both mobile and web interfaces.
Can I add metadata to all form component types?
No, metadata fields are available only to specific fields. The excluded fields are listed above.
What happens if I leave a metadata field empty?
Empty metadata fields are stored as empty strings and don't cause any errors or display issues.
Is there a limit to how many components can have metadata?
No, you can add metadata to any number of components within a form, each with up to 2000 characters.
Does adding metadata affect form performance?
No, metadata is designed to have minimal impact on form loading, saving, and display performance.
What kind of content should I put in metadata fields?
Include AI-specific guidance, context about expected input types, medical terminology notes, and transcription preferences.
Can I copy metadata between components?
Currently, you need to configure metadata individually for each component, but you can manually copy and paste content between fields.
What happens when both the instructions field and metadata field contain AI-guidance?
The metadata field takes priority, and they do not work together when both include AI guidance.