Tags
In Docwize, users have the option of tagging a document. A tag functions like colourful ‘sticky notes’ that someone might add to identify documents related to the similar topic and/or that contain the same key phrases, format or content. Users can create tags, tag documents, un-tag documents, and delete tags. One document can have multiple tags attached to it. Users have the option of assigning a single document to a tag, or bulk-assigning documents to a tag.
Tags are accessed by clicking on the hamburger icon in the Preview Document's horizontal toolbar to access the sidebar. Then, one can navigate to the 'Tag' section on the sidebar.
Sidebar Toolbar Displaying Tags
| Field | Description |
|---|---|
 | Navigates to the tag section. |
 | Enables users to create, or add a tag. |
 | Enables users to search tags by their name. |
 | Enables users to select various actions pertaining to tagging, including deleting and creating sub-tags. |
 | Populates/collapses sub-tags. |
 | Pins the tag at the top of the sidebar. Pinning frequently used tags is convenient. |
How to create a tag and tag a document
| Step | Description |
|---|---|
| 1 | Navigate to the 'Tag' sidebar. |
| 2 | Click on the orange '+' sign located next to the phrase 'Tag'. |
| 3 | Type in the name of the tag you want to create. |
| 4 | Click 'Save'. The new tag will now exist in the list of created tags. |
| 5 | Click on the tag in the list and it will tag the open document. |
Here is an example of creating a tag and tagging a document:
Example: Creating and tagging a document
How to un-tag a document and delete a tag
| Step | Description |
|---|---|
| 1 | Navigate to the 'Tag' sidebar. |
| 2 | Click on trashcan icon of the tag that you want to remove. This will un-tag the document. |
| 3 | To delete the tag completely, navigate to the three dots by the name of the relevant tag. |
| 4 | Select 'Delete' from the drop-down menu. |
| 5 | Follow the instructions in the pop-up dialog. |
Here is an example of how to un-tag a document and delete a tag:
Example: Creating and tagging a document
How to bulk-assign documents to a tag
| Step | Description |
|---|---|
| 1 | Click on the box icon to select the relevant document(s) OR directly click on ‘Assign’ and choose ‘Select All’ to select all documents in grid display.Note: The upper most checkbox in the toolbar can be used to select all or deselect all documents. |
| 2 | Click on ‘Assign’ and choose ‘All’ or ‘Selected’. |
| 3 | From the horizontal toolbar in the pop-up dialog, select the Tag option. |
| 4 | Click on the "+" sign of the relevant tag you want to assign. |
| 5 | Click 'Save'. |
Here is an example of how to bulk-assign documents to a tag:
Example: Bulk-assigning documents to a tag