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Tags

Tags function like colorful 'sticky notes' that help identify documents related to a similar topic and/or that contain the same key phrases, format, or content. When permission is granted, users can create tags, tag documents, un-tag documents, and delete tags. One document can have multiple tags attached to it. Users also have the option of assigning a single document to a tag, or bulk-assigning documents to a tag.

What users can do in Explorer Tags​

  • Browse all tags in the workspace
  • Access tag management settings
  • Navigate to documents associated with a tag
  • Create, modify, or delete tags when permitted

Accessing Tags in Explorer​

The Tags section is found in the Explorer module. It displays the full list of tags created in the workspace. From here, users can access Manage Tags to create new tags or modify existing ones.

'Manage Tags' button in Explorer – Tags

For information on setting up and managing the tag taxonomy, see Tags in System Configuration. For end-user instructions on applying tags to documents, see Tags under Document Review.