Modifying Tags on Multiple Entries

You can modify the tags applied to multiple entries (documents and/or folders) by opening the Tags dialog box in the folder browser with more than one entry selected. This allows you to set template and field information in bulk for multiple entries at once.

If all of the selected entries have a particular tag, the tag will be displayed as selected. If none of them do, the tag will be displayed as cleared. If one or more of the entries, but not all of them, have a particular tag, the tag will be partially selected. Selecting or clearing a tag will add or remove that tag from all selected entries.

Note: Although tags can be applied to folders as well as documents, tags are not inheritable. Applying a tag to a folder will not apply it to the documents within that folder.

To modify tags on multiple entries

In the Laserfiche Windows client

1. Select multiple entries, either in a single folder in the folder browser or from search results. You can select multiple entries by holding down CTRL while you click on them.
2. Perform one of the following:
   • Open the Tasks menu and select View Tags.
   • Click View Tags on the toolbar.
3. The Tags dialog box will open. All tags that are available in your repository will be listed. Those currently applied to all selected entries will be selected. Those currently applied to no selected entries will be cleared. Those applied to at least one but not all of the selected entries will be partially selected.
4. You can review the following tag information:
• The tag icon indicates whether the tag is an informational tag or a security tag.
• Tag: The name of the tag.
• Description: The tag description, configured by a Laserfiche administrator, which provides additional information about the tag.
• Watermark: The watermark associated with the tag, if any. This column will only be displayed if your Laserfiche repository includes Advanced Audit Trail.
• Comments: The comments provided when the tag was applied. (You can modify this value. See step 5 for more information.)

Note: If you have not been granted a security tag, you will not be able to see it in the list.

5. Select a tag to apply it to the entry, or clear a tag to remove it from the entry. Changes you make will be applied to all selected entries.
6. Optional: Set a comment on a new or existing tag by double-clicking the Comments column for the row you want to edit. The column value will become editable, and you can type your comment.
7. Click OK to save your changes.

Related Topics

• Tags
• Viewing and modifying tags
• Removing tags
• Creating a new informational tag
• Performing tag and tag comment searches
• Tags (Laserfiche Administration Guide)