Managing File Tags

Tags are used to categorize files uploaded to a Document Locker. Client Collaboration provides a default set of tags for your firm's use. Staff members who have been granted the Administration - Edit functional right can create additional tags and manage tags using the procedures below.

Click a link below to learn more about managing file tags.

ClosedView the full list of tags available for your firm and the number of files assigned to each tag.

  1. Click and select Administration.
  2. Click Client Collaboration.
  3. Click Tags.
  4. Do any of the following as needed to locate a specific tag in the list:
    • Search for a tag name by entering all or part of the tag name in the search box above the list.
    • Click the Name or Attached To column headers to sort the list by that column. Click the same header again to re-sort in the opposite order.
    • Use the navigation controls below the list to either change the number of results per page or to move to another page in the list.

ClosedCreate a tag.

  1. Click and select Administration.
  2. Click Client Collaboration.
  3. Click Tags.
  4. Click New Tag.
  5. Enter a name for the tag.
  6. Click Save.

ClosedDelete a tag.

You can delete a single tag or you can delete multiple tags at one time. Deleting a tag does not delete any files that have that tag assigned to them. It does, however, remove that tag from those files.

Note: If you select a tag to delete on one page of the Tags list and then navigate to another page, your selection is lost on the first page. You can use the Results per page option beneath the list to expand the number of results visible in the list so you don't have to navigate across multiple pages.

  1. Click and select Administration.
  2. Click Client Collaboration.
  3. Click Tags.
  4. ClosedLocate the tag in the list.
    • Search for a tag name by entering all or part of the tag name in the search box above the list.
    • Click the Name or Attached To column headers to sort the list by that column. Click the same header again to re-sort in the opposite order.
    • Use the navigation controls below the list to either change the number of results per page or to move to another page in the list.
  5. Do either of the following as needed:
    • Delete a single tag. Click in the Actions column for the tag, and then select Delete.
    • Delete multiple tags at one time. Select the check box for each tag you want to delete. You can click the check box in the grid header row to select all tags on the page. Then, click Delete above the list.
  6. Click Delete again to confirm the deletion.

ClosedMerge tags.

Use this procedure if you want to group files that are using different tags under a single tag. The tags you merge together will be deleted as part of the merge process.

Note: If you select a tag to merge on one page of the Tags list and then navigate to another page, your selection is lost on the first page. You can use the Results per page option beneath the list to expand the number of results visible in the list so you don't have to navigate across multiple pages.

  1. Click and select Administration.
  2. Click Client Collaboration.
  3. Click Tags.
  4. ClosedLocate and select the check boxes for the tags in the list.
    • Search for a tag name by entering all or part of the tag name in the search box above the list.
    • Click the Name or Attached To column headers to sort the list by that column. Click the same header again to re-sort in the opposite order.
    • Use the navigation controls below the list to either change the number of results per page or to move to another page in the list.
  5. Click Merge Tags.
  6. Enter a name for the new merged tag.
  7. Click Merge.

ClosedRename a tag.

  1. Click and select Administration.
  2. Click Client Collaboration.
  3. Click Tags.
  4. ClosedLocate the tag in the list.
    • Search for a tag name by entering all or part of the tag name in the search box above the list.
    • Click the Name or Attached To column headers to sort the list by that column. Click the same header again to re-sort in the opposite order.
    • Use the navigation controls below the list to either change the number of results per page or to move to another page in the list.

  5. Click in the Actions column for the tag and click Rename

  6. Enter the new name for the tag.
  7. Click Update.