Tags
In Docwize, you can tag a document. A tag works like a coloured sticky note: it marks documents that belong to the same topic, stage or outcome, so they can be found together, for example every drawing that has been checked. One document can have several tags. You tag a document while you view it, in the Tags tab of the review panel.
Administrators: For information on creating and managing the tag taxonomy, see Tags in System Configuration.
What you can do in Tags
- See the tags on a document
- Apply a tag, including a tag from a tag group
- Read a tag's description
- Search for a tag
- Pin the tags you use most
- Remove a tag from a document
- Turn tag recommendations on or off
To tag many documents at once, use Assign Tags in the document grid. See Assigning Docs.
Tags tab
Click the review panel icon at the top right of the preview toolbar to open the review panel, then click the Tags tab.
| Icon | Name | Description |
|---|---|---|
 | Review panel icon | Opens and closes the review panel. |
 | Tags | Shows the tags on the document and the tags you can apply. |
The tags already on the document are shown at the top of the tab, one card per tag. Below them is the Tags header, with the recommendations button (sparkle icon) and the search button (magnifying glass), and then All Tags, the tree of every tag you can use.
In All Tags:
- The bar on the left of each tag shows its colour. A tag group is blue, and a tag with no colour is orange.
- A tag with child tags has an arrow. Click the tag to show or hide its children.
- A tag that is already on the document has its name in green.
- Each tag has a pin icon and an info icon on the right. A tag that contains other tags can also show one of these icons:
| Icon | Description |
|---|---|
| Mutually Exclusive (two linked rings) | Only one of its child tags can be on a document. Applying another child replaces the one already applied. |
| Tag Group (two people) | The tag is a group for choosing from. It cannot be applied itself. Click the icon to choose one of its tags. |
Applied tags
Each tag on the document has a card with its colour on the left, an x to remove the tag, and an info icon.
- Click the info icon to show the tag's description, or No description if it has none. Click it again to hide it. The info icon in the All Tags tree does the same.
- Click a card to find its tag in the tree: the tree opens to the tag and highlights it for a few seconds.
Pinned Tags
Pin the tags you use most, so you don't have to look for them in the tree. Pinned tags are listed under Pinned Tags, above All Tags. They are remembered in your browser, so on another computer or browser you pin them again.
Tag recommendations
Docwize can suggest tags for the document you are viewing, based on similar documents, your recent tagging and how tags are used in the workspace. Click the sparkle icon in the Tags header to turn recommendations on or off. The choice is saved for you (User settings updated) and applies to every document you open.
When recommendations are on, the suggestions for the document appear above the Tags header, or No recommended tags for this document when there are none.
Each suggestion shows the tag, how strong the match is (Strong match, Good match or Possible match) and why it was suggested, for example Found on 3 similar documents.
| Action | What it does |
|---|---|
| Accept | Applies the suggested tag to the document. |
| Dismiss | Removes the suggestion without applying the tag. |
| Accept All / Dismiss All | Accepts or dismisses every suggestion at once. |
| Click a suggestion | Opens Similar Documents, the documents that led to the suggestion. |
How to tag a document
| Step | Description |
|---|---|
| 1 | Open the document in the preview, and open the Tags tab of the review panel. |
| 2 | In All Tags, click a tag to show its children if needed. |
| 3 | Double-click the tag to apply. Its card appears at the top of the tab, and its name turns green in the tree. |
Example: Tagging a document and removing a tag
How to apply a tag from a tag group
| Step | Description |
|---|---|
| 1 | In All Tags, click the Tag Group icon on the group. |
| 2 | In Select a tag from group, double-click the tag to apply. |
How to find a tag
| Step | Description |
|---|---|
| 1 | Click the search button (magnifying glass) in the Tags header. |
| 2 | Type at least two letters of the tag's name. The tree opens to the first match and highlights it, and the counter shows which match you are on, for example 1/3. |
| 3 | Press Enter to move to the next match. Searching does not apply a tag. |
| 4 | Double-click the highlighted tag to apply it. To clear the search, click the x at the end of the box. |
How to pin a tag
| Step | Description |
|---|---|
| 1 | In All Tags, click the pin icon on the tag. It appears under Pinned Tags. |
| 2 | To unpin it, click the pin icon again. |
How to remove a tag from a document
| Step | Description |
|---|---|
| 1 | In the Tags tab, find the tag's card at the top. |
| 2 | Click the x on the card. The tag is removed straight away, without a confirmation. |