Hello!

Dipping my toe in Data Templates so I can better "tag" client files and assign properties for workflow, file renaming, automated filing/forwarding, and searching. (and other)

I have a couple of Data Templated created and see where I can assign them. However, when I go to update the information in the Template to reflect the file, the form box opens over the file. Things such as Client Name, Date, What the file is about, etc. I cannot see as I can't view the file.  Is there a way to do this, or is this perhaps something I need to get Creator to do?

Here's a quick Loom Video to show you what I mean.

Thank you for any insights!