1. Home
  2. Content Management
  3. Document Library

Tagging Documents in the Document Library

Last edited:

Overview

Documents in the Document Library can be tagged on the fly. Once the documents are uploaded to the Document Library, you can tag them individually as well in bulk.

Tagging Bulk Documents

To tag bulk documents in Document Library, you can follow the steps below:

  1. Click MENU and select Update Tags.

mceclip7.png

  1. The Update Tags pop-up will be displayed. You can either update the tags for the entire documents or for selected document.

mceclip6.png

Once the selections are made, enter the tag name for the documents to be tagged.

mceclip5.png

Click SAVE. A success message will be displayed and the tags will be applied to documents as shown below:

mceclip4.png

Tagging an Individual Document

To tag an individual document in Document Library, you can follow the steps below:

  1. Select the More Options menu associated with the document to be tagged and select Edit.

mceclip3.png

  1. The Edit File pop-up will be displayed. Click and expand Metadata.

mceclip2.png

  1. Enter a name for the tag and click UPDATE.

mceclip1.png

The tags will be added and a success message will be displayed as shown below:

mceclip0.png 

Note:

  • While tagging individual or bulk documents, you can add multiple tags.
  • Tags created in Organization Settings and Answer Library are NOT related to the tags created in the Document Library and vice-versa.

 

 

Was this article helpful?
5 out of 5 found this helpful
Top