Document and Note Tags can be managed (edited, deleted or reordered) via the Tags button on the Documents toolbar.
To create a set of tags, or to edit or delete them at any time, click on the Tags button on the Documents toolbar to access Manage Tags.
- Alternatively, users can access Manage Tags while applying a note in the Notes dialogue box. Clicking on the small Notes icon at the bottom opens up the Select Note Tags dialogue box. (Please note: Manage Tags permission is set for specific User Roles. Contact Admin for more information)
Manage Tags allows Users to Add/Edit/Delete document tags and notes tags.
Name: Title of the document tag.
Nest Under: File a sub-tag within an existing document tag OR note tag, by clicking the Change button to assign a parent tag.
Shortcut Key: Assign keyboard keys 1-9 to a tag, which enables the User to press a number key when viewing a document to prompt them to apply the specific tag.
Icon: Tags can appear as colored dots (for a document tag OR notes tag) or witness icons (for a document tag).
Applicable to: Choose if the new tag is a Document Tag (applied to documents) and/or Notes Tag (applied to text)