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

Steps

1. Navigate to the project's Documents tool.
2. Locate the file you want to add a tag to.
   Note: Hover over or click once 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