Manage and Set Tags for a File in the Project Level Documents Tool

Objective

To manage and set tags for a file in the project's Documents tool.

Things to Consider

• Required User Permissions:
  • 'Admin' on the project's Documents tool.
    Note: 'Read Only' or 'Standard' users can view and filter by tags, but not create or set them.
• Additional Information:
  • This feature is only available for files in the Project level Documents tool.
  • Tags cannot be imported or copied over to another project.
  • Once a tag has been created for a file, it cannot be deleted from the list of tags.

Video

Tip!  To skip to the relevant portion of the training video below, click the Chapters    icon on the video player and select Manage File Tags. 

Steps

1. Navigate to the project's Documents tool.
2. Locate the file you want to add a tag to.
   Note: You must click on an individual file (not a folder).
3. If the Information panel is not already open, click the Info  icon.
4. Click File Tags to expand the section.
5. Click Manage File Tags.
6. The following actions are available:

    Important

   To save your changes after adding, applying or deleting tags, you must click Set Tags before navigating to another file or page. 
   • To add a new tag:
     1. Click the Create or Select Tags drop-down menu. 
     2. Enter a name for the tag in the text field.
        
     3. Click Add tag: to add the tag.
   • To apply an existing tag:
     1. Click the Create or Select Tags drop-down menu. 
     2. Choose an existing tag to apply by browsing through the list or entering a search term.
     3. Click the tag you want to apply.
        
   • To remove a tag from a file:
     1. Click the 'x' on the tag you want to remove.
        
        
         
7. Click Set Tags to save your changes.

See Also

• Search for and Apply Filters to a Project's Documents
• Upload Files into Project Level Folders