Tags

To add a new Tag follow these steps;

1. Click on the New button - a new line is added to the top of the table
2. Record the Tag name (must be unique)
3. Add a description - this is visible to users so can be helpful when selecting which Tag to use.
4. Enter the list order number (can be updated later)
5. Select where the Tag can be applied - Documents, Document Notes and\or the Entity Profile
6. The default setting for all Tags is enabled for Search and Reporting results.

Click out of the row to save.

If the order was not specified the new Tag will be added to the very end of the Tag list. See editing Tags for changing the order.

Edit Tag name

Tag names can be edited by clicking into the name field and overwrite or add text. Click Enter or out of the name field to save which will generate a confirmation prompt to change the Tag name. Once edited this will update the Tag name both within the Tag Configuration table and wherever else the Tag has been used.

Edit Tag Description

To edit a description, click into the description field and edit, click out of the row to save changes.

Add an existing Tag to another category

The categories that a Tag is applied to can be updated.
To add a Tag to another category, click to apply the check under the related column - Documents, Document Notes or Entity profile.

Remove a Tag from a category

When a Tag is removed from a category, it doesn't delete existing Tag assignments but disables the Tag so it is removed from the Tag list (that the user sees in the category) so can no longer be selected - added in that category.
To remove a Tag from a category in settings, uncheck the Tag under the related column and confirm the action in the pop-up message.

Tag visibility in Search and Reports

A Tag can be excluded from Search results and/or Reporting.
The default setting for existing Tags is checked to include these.
To exclude a Tag from Search or Reports, select the edit icon then uncheck the item from the required categories and Save.
To include (a previously excluded) Tag select the edit icon then check the item from the required categories and Save.

Change the order of a Tag

To change the order of Tags, simply click on the dots in the left column of the required Tag and drag and drop to reposition, or overwrite the order number. Click away from the line to save.

This order is what is shown in both the drop-down list when adding a new Tag and as listed in Documents and Entity Profiles.

Delete a Tag

A Tag can be permanently deleted even if in current use or disabled. This removes the Tag from Settings and the related category for Document Tags, Document Notes, Entity profiles, Search and Reporting results.

Once a Tag has been deleted from Settings, all assigned Tags (of that type) in Documents, Notes and Entity Profiles are deleted. This cannot be undone.

To delete a Tag from the Tags configuration settings

1. select/check the Tag name in the column to the left
2. Click Delete Selected
3. Confirm the delete in the pop-up
   

Tag History

Not accessible at this point although this detail is captured in the Organisation History logs