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Tagging documents

Tagging is useful when you want to differentiate documents with the use of key words, called tags. Tags are associated with documents and are a convenient way of classifying documents based on various criteria, such as interests. Thanks to tags, site visitors can view different documents with the same tags or view similar documents to the one they just read. For example, a site visitor could want to view documents related to wind surfing after reading an article about Sydney.

Tags displayed on a page

Tags displayed on a page

 

Depending on how your administrator configured the system, you can tag documents in the two following ways:

Tagging documents using Properties

If the system administrator granted you access to the Properties -> Metadata tab, you can use it to tag documents. Otherwise, you may want to use the Form tab for tagging documents.

To tag documents using the Properties tab:

  1. Open the Pages application.
  2. Select the document that you want to tag.
  3. Switch to the Properties -> Metadata tab.
  4. Choose a tag group using the Page tag group drop-down list. If you check the Inherit check-box, the document inherits the parent document's tag group.

  5. Enter the tags in the Page tags field or use the Select button to choose tags from the currently chosen Page tag group and click on OK.
    1. Typing a tag that isn't under the selected Page tag group assigns it to the tag group.

    Tagging a document

  6. Save the changes.

The system attaches the tags to the document.

Tagging documents on the Form tab

To tag documents on the Form tab:

  1. Open the Pages application.
  2. Select the document that you want to tag.
  3. Switch to the Form tab.
  4. Enter the tags in the appropriate field or use the Select button to choose from a list of tags used before and click on OK
    Note that the field may not be named Document tags in your system. The name of the field may differ based on how your administrator configured the system.

    Tagging a document on the Form tab
     
  5. Save the changes.

The system attaches the tags to the document.