Creating a New Informational Tag

Users with the Manage Tags privilege can create new informational tags in the Tags tab of the Metadata dialog box in the folder browser, or in the Tags tab of the Metadata Pane in the document viewer. This allows users to quickly create new informational tags without needing to open the Laserfiche Administration Console.

Once tags have been configured, you can assign them to documents and folders. For more information, see Viewing and Modifying Tags.

Note: Creating security tags, and modifying or deleting tag definitions for tags of any type, must be performed in the Laserfiche Administration Console. See Tags in the Laserfiche Administration Guide for more information.

To create a new informational tag

ClosedIn the Laserfiche Windows client

  1. Open the Metadata dialog box or Metadata Pane for any entry.
  2. Select the Tags tab.
  3. Click Create Tag. This will open the New Tag dialog box.

    4. Note: The New Tag button is not available when you have more than one entry selected. You can only create a new tag when you are viewing the tags for a single entry.

  4. In the Name option, type the name for the new tag.
  5. Optional: In the Description option, type a description for this tag.
  6. Click Create to save your new tag. This will both create and select the tag. If you do not want to apply the tag immediately, you can clear it.

ClosedIn the Laserfiche web client

  1. Open the Metadata dialog box or Metadata Pane for any entry.
  2. Select the Tags tab.
  3. Click Add Tags. All tags that are available in your repository will be listed, with those currently applied to the entry at the top and selected.
  4. Click Create New Tag.
  5. In the Tag Name option, type the name for the new tag.
  6. Optional: In the Description option, type a description for this tag.
  7. Click Apply to save your new tag. This will both create and select the tag. If you do not want to apply the tag immediately, you can clear it.
  8. Click Apply again to close Add Tags.

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