Viewing and Modifying Tags

You can view and modify the tags applied to an entry (document or folder) 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.

There are two kinds of tags that can be applied to documents: informational tags and security tags. Applying an informational tag to an entry is a way of flagging or categorizing a document. For instance, you might mark a document as "Needs Review" if it requires additional review, or as "Westcott Building Project" if it pertains to that project. A security tag functions as both categorization and security: if an entry has a security tag, only users who have been granted that security tag will be able to see it.

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.

In the Laserfiche Windows client, you can also see the number of tags applied to a document or folder on the Tags tab of the Metadata dialog box. For example, if a document has two tags, the tab will say "Tags: 2." (If no tags have been applied to the entry, there will be no number listed.) In the Laserfiche web client, a blue dot will appear over the Tags tab icon if there is at least one tag assigned to the document.

To view or modify tags applied to an entry

You can view the currently-assigned tags, add tags, or remove tags from the right pane of both the Document Viewer and the Folder Browser.

1. Select a document or folder in the folder browser, or open a document in the document viewer.
2. In the web client, select the Metadata tab in the right pane; in the Windows client, open the Tasks menu and select View Metadata. Any currently-assigned tags will be displayed under Tags.
3. Do one of the following:
• To add or remove a tag in the web client, click Add or Edit. In the Tags option, type or select the tag you want to add. (You can also add a new tag by typing a new tag name in this option. See Creating and Deleting Tags, below, for more information.)
• In the Windows client, select the tag that you want to add, or clear the tags that you don't. 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.
4. Click Save in the web client, or OK in the Windows client, to save your changes.

Note: If the tag you are applying is a security tag, only users who have been granted that tag will be able to see the document to which it is applied. Security tags are marked with the security tag icon () . See Security Tags for more information.

Related Topics

• Tags
• Modifying tags on multiple entries
• Removing tags
• Creating a new informational tag
• Performing tag and tag comment searches
• Tags (Laserfiche Administration Guide)