User Documentation

Tags

Updated: April 15, 2021

Unlike subjects in the metadata of the document, you don't have to choose tags in a closed list. You are free to apply the tags that describe the document best. However, tags are proposed as you type them, to enable you to use the same tags as the other users and have a consistent tagging of documents. You can add as many tags on a document as you want.

Web UI view tags
Web UI view tags

Users can add a tag on a document as soon as they can access the document, i.e. as soon as they have reading permissions.

To tag a document, go to the View tab of the document and type the label you want to add in the Tags field. Click on the suggested label to add an existing tag or on the tag with a + to create and add a new one.

The tag is immediately added on the document and available in the Search tab to let you search by tags.

Web UI add Tags
Web UI add Tags

To remove a tag, you need to be the user who added the tag on the document or have at least Edit permission on the document. Click on the icon , the tag is immediately removed.

Tags, Versions and Publication

When you save a document as a new version, the tags that user have put on the document are saved with the version. This means that the archived versions of a document and the document in its current version can have different tags. If you restore a previous version of the document, tags are restored with it and replace the tags from the replaced version.

When you publish a document, the tags are copied from the work document to the published document. You can then remove useless tags from either version of the document (work version or published version) without affecting the other one. In case of republication of the document, the tags from the last and previous version are merged so you don't loose any previous or preparatory categorization.

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