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How do I choose what metadata to include during a production?

Question:
Can someone please help me with the following?

  1. Disco produces Excels as natives by default. Excels produced natively take on the Bates number. Is there a way to keep the original filename?
  2. If a document produced natively is tagged Confidential, can you put that in the filename along with the Bates?

Answer:

  1. Upon production, the original filename will be provided in the load file. 
  2. Tags will also be metadata located in the produced load file, unless you remove the column "tags". To customize your loadfile, use the Custom Productions feature in DISCO. Watch a short video on how to customize your productions HERE.
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