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tutorials/metadata.md
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## Document Search by Metadata
<Callout>PageIndex with metadata support is in closed beta. Fill out this form to request early access to this feature.</Callout>
For documents that can be easily distinguished by metadata, we recommend using metadata to search the documents.
This method is ideal for the following document types:
- Financial reports categorized by company and time period
- Legal documents categorized by case type
- Medical records categorized by patient or condition
- And many others
In such cases, you can search documents by leveraging their metadata. A popular method is to use "Query to SQL" for document retrieval.
### Example Pipeline
#### PageIndex Tree Generation
Upload all documents into PageIndex to get their `doc_id`.
#### Set up SQL tables
Store documents along with their metadata and the PageIndex `doc_id` in a database table.
#### Query to SQL
Use an LLM to transform a user’s retrieval request into a SQL query to fetch relevant documents.
#### Retrieve with PageIndex
Use the PageIndex `doc_id` of the retrieved documents to perform further retrieval via the PageIndex retrieval API.
## 💬 Help & Community
Contact us if you need any advice on conducting document searches for your use case.
- 🤝 [Join our Discord](https://discord.gg/VuXuf29EUj)
- 📨 [Leave us a message](https://ii2abc2jejf.typeform.com/to/meB40zV0)