Tagging Documents

This guide will instruct you on how to add custom tags to your documents, and to filter documents by their tags.

STEP 1: Open the Document Information Page

Follow the steps listed in “Adding Documents” or “Editing Document Information” until you arrive at the document information page (see the image in Step 2 below).

STEP 2: Add or Remove Tags

You can create new tags by entering text into the “Create New Tag” text box and clicking the “Add New Tag” button.

Any existing tags will appear in the Tags list in alphabetical order. Tags that are active for the listed document appear highlighted.

You can click an item on the list to add or remove the tag to the listed document.

A tag that is not assigned to any documents will be removed from the Tags list after you save your selections.

To save your selections, press “Submit.”

STEP 3: Filter Documents by Tags

First, open the Filter by Tags window by clicking the “Filter Documents” icon under the “Navigate” tab, and select “Filter by tags.” See “Filtering Documents” for more information.

In the Filter by Tags window, you will see four filter conditions:

  • “Is set” and “Is not set” will filter your documents based on whether or not they have any tags assigned.

  • “Is any of these” or “Is none of these” allows you to filter your documents based on whether or not they contain specific tags.

    • Clicking either of these conditions will display all existing tags.

    • Add a tag to the filter by clicking on it in the “Available” list and clicking the right arrow. The tag will move to the “Selected” list.

    • Remove a tag by clicking on it in the “Selected” list and clicking the left arrow.

    • To add or remove all tags from the filter, click the double-left or double-right arrows.