Tags are a metadata type in Laserfiche that provide a way to categorize documents and folders. You can use tags to indicate information such as the entry's status, contents, or handling instructions. Tags are used to categorize entries on an entry-by-entry basis. You can also use tags to help with document retrieval, since you can search for documents categorized with a particular tag.
You can view, create new, and add existing tags to an entry with the Laserfiche app.
- In the Folder Browser,
- The number of tags assigned to the entry will be displayed next to tags. If no tags have been assigned, you will see No tags displayed. Press the link next to Tags. Press in the text box at the top to see a list of existing tags. You can
- Select a tag from the existing tags.
- Type the name of a new tag and press Create [new tag name].
Note: You must have the Manage Tags privilege to create new tags.
- To remove a tag, press the x to the right of the assigned tag.
- When finished assigning tags, press the check mark at the top right. To cancel, press the X at the top left.
Note: You can add a security tag to a document if you have been granted access to that security tag.
You can add a tag to an open document by pressing the More Options button and selecting Metadata.
Note: Tags configured to be localized will be displayed in the device's native language. For more information, see the Laserfiche Administration help files.