Tags

Tags are keywords or labels that you assign to documents in the archive. They let you categorise documents independently of where they are stored and find them again faster — with tags such as “Invoice”, “Contract” or “Urgent”, for example.

You reach the tags through the menu navigation under Archive > Tags.

Permission required

To access this function you need the following permission:

• Show tags (AdminUI_ArchiveStorage_ListTags)

Permissions are granted through groups — see permissions – overview.

List view

The overview shows every existing tag with its name, description, colour and the number of documents assigned to it. The Search button in the commands column shows every document carrying a particular tag in the document search.

Creating a tag

A click on Create tag creates a new tag.

Permission required

• Create tag (AdminUI_ArchiveStorage_CreateTag)

Setting	Description
Name	A unique name for the tag. The name has to be unique within the archive.
Description	An optional description of the tag.
Colour	A colour marking for the tag, to tell it apart visually in the document view.

Click Save to create the tag.

An example of a tag that marks documents as an invoice:

Editing a tag

Clicking a tag’s name or the edit icon lets you edit an existing tag. You can change the name, description and colour.

Permission required

• Edit tag (AdminUI_ArchiveStorage_EditTag)

Deleting a tag

The delete icon in the commands column removes a tag. Multiple selection lets you delete several tags at once.

Permission required

• Delete tag (AdminUI_ArchiveStorage_DeleteTag)

Connection problem

If no connection to the archive can be established, an error message appears. In that case, check the archive settings and the network connection to the archive server.