Tags are labels attached to documents to aid in the management of documents throughout the system. Tags are also useful when searching for documents with the same tag attached to them.
Use Tag categories under Documents in the Administration > Collaboration block to group document tags together. A tag can have a unique category, but the category is not mandatory. Click the New document Tag Category button in the Right panel.
Use Document tags under Documents in the Administration > Collaboration block to define an actual label that is attached to a document. Click the New document Tag Category button in the Right panel.
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- There are two functions used for setting up tags:
- Tag categories
- Document tags
- Note: Creating document tags is optional.
Document tag categories
Use Tag categories under Documents in the Administration > Collaboration block to group document tags together. A tag can have a unique category, but the category is not mandatory. Click the New document Tag Category button in the Right panel.
- You can add tags to a tag category if already defined. This function will also list tags assigned to the category in the Document tags function.
Document tags
Use Document tags under Documents in the Administration > Collaboration block to define an actual label that is attached to a document. Click the New document Tag Category button in the Right panel.
- A list of documents linked to the tag display under Documents. You can also assign a tag to a document or delete an association with a document.
- A list of template documents linked to the tag display under Template Documents. You can also assign a tag to a document or delete an association with a document.
- Use the Category field to assign the tag to a tag category.
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