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Work with Document Tags

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Document Tags allows users to classify or group documents by assigning keywords to identify a particular subject or topic. Users can simply find documents by performing a filter search with the tags assigned to a document or documents to narrow down search results.

Add or Remove Document Tags

To add or remove a document tag:

add remove document tags.png

  1. Open a document's detail pane.
  2. Click the Tags section to expand it.
  3. Click the Add Tag icon.png Add tags and type the tag in the available text field. If the word you type currently exists as tags in other documents, you will see a list of matching tags appear in the available list. You may select a tag from the available list or create a new tag and you may add more then one tag to a document's detail pane.
  4. Click the X next to a tag to delete the tag.

Bulk Tagging for Documents

Overview

The Bulk Tagging for Documents feature allows you to efficiently organize and categorize multiple documents at once. By applying tags to several documents simultaneously, you can enhance your document management system, making retrieval and organization simpler and more effective.

BulkTagging.png

How to Use Bulk Tagging

Step 1: Select Documents

To begin tagging, use the checkboxes or selection methods provided to choose multiple documents. You can easily select all documents in a folder or pick individual files that require tagging.

Step 2: Access the Details pane

Once you’ve made your selections, a details pane will appear that allows you to apply tags to the chosen documents:

  1. Click the Tags section to expand it.
  2. Click the Add Tag icon.png Add tags and type the tag in the available text field. If the word you type currently exists as tags in other documents, you will see a list of matching tags appear in the available list. You may select a tag from the available list or create a new tag and you may add more then one tag to a document's detail pane.
  3. Click the X next to a tag to delete the tag.

Step 3: Apply Tags

You can apply one or more tags to all selected documents at the same time. This feature ensures that your tagging process is efficient, allowing you to categorize documents in bulk without the need to edit each one individually.

Step 4: Modifying Tags

If you need to make changes later, you can easily modify or remove tags from the selected documents. Any adjustments you make will be reflected across all selected files, ensuring consistency and accuracy in your tagging.

Please note that you won't be able to edit or add tags to read-only documents, documents in public folders, and documents in knowledge base folders.

 

Filter Documents by Tags

Once tags are added to documents they can be used to filter Documents.

Filter Tags.png

  1. Click the Filter icon Filter Icon.png to open the filter pane on the left side of the window.
  2. Click the checkbox of the tags you want to find and the Documents that have matching tags will appear in the available Documents list on the right side of the window.