Adding Tags to Documents:
Once Tags have been created within your site, they can be applied to documents to enhance organisation, accessibility, and compliance traceability. Tags are widely used to support policies, processes, legislation, regulations, and procedures.
Tagging provides the ability to create 'virtual labels' or 'keywords' that can be attached to different items, such as documents.
When tags are associated with items, they enable:
- Efficient Searching, Quickly locate individual items or groups of items by using tags.
- Hierarchical Organisation, Build tag structures with parent and child groups, allowing tags to be browsed and searched at all levels.
Linking / Associating a created Tag to a document:
- From the side menu panel select the All Documents option
All documents on the system will be displayed.
- Filter your document (if required) by choosing the Document Type
- Under the Actions section, click on the three dots for the specific document
- The options available for this document that were previously hidden are displayed
- Click on the option, Info
The document info panel is displayed on the righthand-side of the screen.
- Click on the Add Tags button (highlighted below)
A search panel is displayed for the Tags already created within the system.
- Type in the Tag Name, or part of the name to filter the list and select the required Tags
The selected Tags are displayed, to remove a selected Tag, simply click on the x located next to the Tag name.
Navigating back to the All documents area, you are now able to filter using the Tags filtering search function.
Adding Tags to Published Documents:
- Navigate to the published document (the system filtering option can assist you in quick search, or alternatively use the search functionality) and select the document Name
- Click on the circled i (info) indicator (as displayed)
- Click on the button Add tags
- Select the required Tags from the displayed list as per the previous process