Using Tags

You can use both Tags and Keywords as additional levels of categorisation for documents. Refer to Tags and Keywords for the differences between these.

Note: To use Tags, these must be enabled for the Cabinet. Refer to Managing Cabinets.

Selecting, Creating and Deleting Tags in the Filing Details

When Tags are enabled for the selected Cabinet, the Tags field is included in the categories. 

Selecting an existing Tag

1. Click in the Tags field.
   The drop-down displays all existing Tags.
2. Select the Tag required.

Creating a new Tag

1. Click in the Tags field.
2. Type the name of new Tag.
   For a new Tag, this will display Create "new tag name" below the field.
   
   
3. Press Enter or move out of the Tag field and the new Tag displays in the filing details.

Removing a Tag from a Document
To remove a Tag from a document, click the x next to it in the Tags field.

To remove all the tags that have been selected in that document, click the X in the right-hand side of the Tags field.

Displaying Tags in Document Lists and Using Tags as a Filters

You can include the Tags column in document lists (refer to Adding/Removing/Moving Columns in a List). If more than one Tag has been selected, the list displays an ellipsis (...)

When the Tags column has been included, you can sort on this column, or select one or more as a filter.

Delete a Tag and Remove from All Documents

An FYI administrator can delete a Tag. This also removes the tag from all documents in which it has been selected. If you are an FYI Administrator, in the Tag drop-down you see an X icon next to each Tag.

Click the X icon and a message displays as a reminder that this also removes that Tag from that all  documents. Click Yes to continue with the delete.

Adding, Changing or Deleting Tags from Practice Settings

An FYI administrator can also use the Practice Settings > Documents > Tags to add, change or delete Tags. When deleting, this also removes the tag from all documents in which it has been selected. Refer also to Practice Settings.

1. From FYI, click Settings in the top right-hand corner. 
2. Select Practice settings from the drop-down, select Documents.
3. Go to the Tags tab.
   A list of all the Tags displays.

To add a Tag, click Add Tag, enter the name and Save. The Tag will be available to all users.

To change the name, click the Tag in the list, change the name and Save. The name of the Tag will change in any documents that it has been selected in.

To delete a Tag, click the Remove link next to it.