Along with Custom Fields, Tags can be used to organize Library content and make results easily filterable by keywords, labels or metadata. Users can filter Library results using Tags to find the content they're looking for. Tags are optional and there's no limit to the number of Tags that can be defined.


Like Custom Fields, Tags are global and not specific to a Library. This means that if you happen to have multiple Libraries (which we generally don't recommend), your Custom Fields will appear for content in all of them.


You can add and manage Library Tags by clicking the “Tags” link in the Library Configuration Menu or by going to Settings > Library > Tags. 



Creating Library Tags


There are two methods to create Tags:


Method 1: Create Tags as you go while you're adding or editing Documents

  1. Find the Tags input while editing or adding content to the Library:

  2. Create new Tags by typing into the Tags input:



Method 2: Create Tags ahead of time using the Tags settings area

  1. Click the “Tags” link in the Library Configuration Menu or go to Settings > Library > Tags.
  2. Click the "New" button
  3. Enter Tags, one each line
  4. Save



Setting Tags for Library Content


Tagging Library content is straightforward. Here's how to do it:

  1. Edit the Document you wish to add Tags to.
  2. Find the Tags input while editing or adding content to the Library:
  3. Click into the Tags input and either select existing Tags by searching or clicking, or create new Tags by typing and hitting the Enter key.




Editing, Merging and Deleting Tags


Making changes to existing Tags is easy and can be done on the Tag settings page, accessible by clicking the “Tags” link in the Library Configuration Menu or going to Settings > Library > Tags.


Using the screenshot below as a reference, here's how you complete many common Tag operations:

  • Edit: Select the "Edit" command under the Tag's individual "Actions" button.
  • Delete: Select the "Delete" command under the Tag's individual "Actions" button.
  • Bulk Delete: Check the boxes next to the Tags you wish you delete and then select the "Delete" bulk action.
  • Merge: Check the boxes next to the Tags you wish you merge, then select the "Merge" bulk action and follow the prompts.




 

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