Add a Tag to a Document

You add a tag to a document to categorize it. Users can then filter by one or more space tags in the Conversations and Documents page to show related content.

To add a tag to a document:

  1. In the Navigation pane, click Spaces.
  2. Click the space to navigate to it. To search for a space, enter the name in the Search Spaces field.
  3. Click the Documents tab to select it.
  4. Navigate to the folder where the document is stored.
  5. Hover the mouse over the document, and select its check box. Select any additional documents that you want to apply the operation to.
  6. Click > Manage Tags.
  7. In the tag manager window, click for each tag you want to add to the document(s).
  8. Click outside the tag manager window to finish. You can also manage tags for individual documents wherever you see a list of documents. For example, after conducting a search. Click > Manage Tags to display the tag manager window for a document.