MetaServer Tutorial

Download the MetaServer tutorial including download link and workshops

The MetaServer tutorial walks you through the functionality step by step and starts with the basics first. As you progress, you get introduced to the more advanced features and useful tips & tricks. The tutorial includes workshops about making a MetaServer Workflow from scratch, testing a Workflow, using Validation and Organizer etc. A complete table of contents is included at the end of this page.

The tutorial includes a table of contents hyperlinking to specific features. In that way, it can also serve as a reference to look up how to configure things like defining a database look-up, configuring document separation and field validation, etc. If you are new to MetaServer, we recommend you walk through the workshops from start to finish.

This tutorial can be completed in less than 4 hours. After going through the workshops, MetaServer will have no more secrets for you. Instructions on how to install and activate MetaServer are included in the tutorial.

Sign up to download the tutorial

Please first sign up to our mailing list to get access to this free resource. You’ll receive an email with a download link to the MetaServer tutorial and a notification when we publish new educational content.

Please check the box below to agree to the privacy policy and continue *

NOTE: if you're experiencing trouble with submitting this form, please try again using another browser.

The MetaServer training consists of the following chapters:


  • Installing MetaServer
  • Activating MetaServer
  • User Interface Elements
  • Introduction to Fields
  • Workshop: Making a new workflow
    • Adding fields
    • Export
    • Import Email
    • Import from Folder
    • Separate Document / Process Page
    • Organize
    • Extract
    • Validate
  • Workshop: Testing your workflow
    • Organizer
    • Validation
    • Exported Result