Summary

Document Tags can be reviewed in two ways on the Documents page once applied, with the workflow depending on the review requirements. 

We've set out how to review documents through the Tags view, Tags metadata column and when using other tools.

More information on how to apply tags can be found here.

Tags Metadata Column

Review tagged documents using the documents index in the normal Bundle folder structures. 

  1. Toggle Documents View- Within the Documents page, open the relevant folder for review and ensure the Tags column is viewable in the documents index. 
    1. Icons - Within the Tags column, Document Tags will be displayed as a coloured square icon or person silhouette icon.
    2. Tag Name - Hover over the icon with the mouse to view the name of the tag.
More information on how to use the View tool can be found here. 

Tags View

Review tagged documents grouped within a tags folder structure.

  1. Toggle Tags Folder View - Within the Documents page, press the Tags icon (luggage label) in the top left to show the Tags folder structure. 
  2. Navigate Through the Tag Folders - Click through the folders to expand and view the index of the tagged documents.

Other Tools

There are two other ways to review tagged documents through the use of other tools / features on the platform:  

  • Metadata Index Export - Review tags in a index metadata export. 
  • Search Page - Review tags applied to documents that are returned in a particular search result. 
More information on how to review the tags from the:
- Metadata Index Export can be found here.
- Search page can be found here.