Tag documents

To help you organize your file, you can tag documents with keywords. Tags are a simple method for grouping your documents. When you've tagged a document with a keyword, the keyword becomes available as filtering criteria. You can then apply a filter to view only documents with the associated keyword.

To tag a document with a new keyword:

  1. On the Document Manager, select the document that you want to tag.
  2. Right-click the document and click Tags, or, on the ribbon, click Document | Tags. The Tags dialog displays.
  3. Click the field under New and enter the keyword for the new tag. You can include spaces and special characters if required, however it is suggested you keep the tag simple for filtering purposes.
  4. Click + to add the keyword.

The document is tagged with the new keyword. If required, you can add multiple keywords to a single document in the same dialog. After adding a keyword, you can select it when tagging other documents.

Notes:

  • You can see which documents have been tagged in the Document Manager. If you cannot see the tags, right-click a column header in the Document Manager and click Show | Tags. In this view, you can easily add new tags to documents by clicking +.
  • You can also add tags to map and group numbers.

Modify tags

You can modify existing tags by changing the keyword even if it's assigned to other document, or change the tag color to help differentiate it from other tags.

To rename a tag:

  1. On the ribbon, click Document | Tags.
  2. In the Tags dialog, right-click the tag you want to rename. Click Rename Tag.
  3. In the Rename Tag dialog, enter the new tag name, then click OK.

The tag is renamed. The keyword is updated on all tagged documents.

To change the color of a tag:

  1. On the ribbon, click Document | Tags.
  2. In the Tags dialog, right-click the tag you want to recolor. Click Set Tag Color.
  3. In the Color dialog, select a preassigned color, or add your own custom color. Click OK.

The tag color changes to match your selection.

Remove tags

If a tag no longer applies to a document, you can remove it without affecting any other documents using the same tag. Alternatively, if the tag is no longer used for any documents, you can delete it entirely.

To remove a tag from a single document:

  1. On the Document Manager, locate the document where you want to remove the tag.
  2. In the Tags column, click the x next to the tag you want to remove.

The tag is removed from the document.

To delete a tag:

  1. On the ribbon, click Document | Tags.
  2. In the Tags dialog, under Unassigned, right-click the tag you want to delete. Click Delete Tag.

The tag is deleted.