Content Manager 25.1 Web Client Help

# Tag and Task

Tagging in Content Manager Web Client enables you to select multiple items and apply the same action to them, for example, tag a number of records and change their Assignee.

To tag an item in the Content Manager Web Client, click in the check box next to the item.

To untag a selected item, click in the check box next to the item.

You can tag (or untag) all items on a page by clicking the Select/deselect all on current page check box in the pagination panel.

NOTE: To apply a task to multiple items, the task option on the relevant object panel must be used rather than the task option within an open item panel. If the task option on an open item is selected the change will only apply to the individual item, not all selected items.

NOTE: The task options on the relevant objects panel are displayed in the action panel on the right side.

For details on applying actions to tagged items, click on the relevant action below:

## Records

- Search Container
- Downloading an electronic document
- Creating a Report
- Additional Fields
- Send to
- Remove from
- Updating Record Locations
- Creating Requests
- Setting GPS Locations
- Make Final
- Security/Access

## Requests

- Show Report
- Approve
- Reject
- Complete

## Locations

- Add to Favourites
- Show Report
- Show Associated Content Manager Items
- Set Active Date Range
- Setting GPS Locations

## Saved Searches

- Add to Favourites

## To Do Items

- Show Report
- Complete
- Uncomplete
- Reassign

## Consignments

- Approve
- Reject
- Show Records
- Show Consignment record rejections

## Cancel Updates

To cancel all tags and updates, click Cancel.

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Version 25.1 | Last updated October 2024
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Product: Content Manager 25.1

Topic Title: Tag and Task