Background
Document tags can be used to group documents via a common criterion. For example, you may have a Tag for each level of your facility (Level 1, Level 2 and Roof), and a Tag for each type of Document (O&M’s, As-Builts and Permits). By using these Tags, in a few clicks you can identify any O&M manuals pertaining to Level 2 of your facility.
Required User Permissions
Only Facility Administrators can create Document Tags.
Steps
- Navigate to the Documents Homepage.
- Select at least one Document to assign your newly created Tag. Note: You can assign more documents later.
- Click 'Tags' in the Action Panel at the bottom of the screen.
- The Tags Panel will appear on the right-hand side of the screen.
- Click ‘+’ below the Tag Group or Tag where you want to create a new Tag. Note: See Create a New Tag Group.
- Type the name of the Tag.
- Click the tick to confirm.
- Check the box next to the new Tag to assign it to the selected Document(s).
- Click 'Save'.
Additional Information
Tags are organized by Groups, and all Tags must be assigned to a Group. Tag Groups are displayed on the Facility Homepage.