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How to Create and Manage Tags

In Documoto, tags are imperative to finding information quickly and easily. This article describes how administrators can create a new tag, as well as how to edit and delete existing tags. 

Article Topics

How to Create a New Tag

  1. Within Documoto, go to Admin Center > Library > Tags.
  2. Click + Add.
  3. In the Info section enter an Internal Name and select Input Type (Text Field, List Box, or Range) from the dropdown menu.
  4. Enter a number for Display Order if desired.
  5. In the Applies To section use the check boxes to select applicable Content Entities (chapter, media, page, page part and part) and Integration/Order Entities (user, organization, tenant).
  6. In the Translations section enter the Name that users will see in the Library.
  7. Save all changes made.
  8. Once the tag has been created, changes to Search Properties and Part Tag Properties can be made.
Note: tags that can be applied to: user, organization and 
tenant (Integration / Order entities) are not viewable or 
searchable in the Library

How to Search for a Tag

  1. Within Documoto, go to Admin Center > Library > Tags.
  2. Use the following options to search for a tag:
    • Use the search bar to enter the name of the tag
    • Filter by Part Tag Properties by hovering the mouse of the Properties icon and checking or unchecking desired properties
    • Within the search results, use the arrows next to Display Order or Name to reorder the existing tags.

How to Edit a Tag

  1. Within Documoto, go to Admin Center > Library > Tags.
  2. Search for and select the tag you wish to make changes to.
  3. Make desired changes.
  4. Save all changes made.

How to Delete a Tag

Note: deleting a tag will also delete any tag values that have 
been applied to entities
  1. Within Documoto, go to Admin Center > Library > Tags.
  2. Search for the tag you wish to delete.
  3. Select the tag and click Delete in the left sub-navigation menu. Follow the prompt to type the tag name and click Submit.
  4. Or, while viewing the search results, click the red X under the Properties icon. Follow the prompt to type the tag name and click Submit.