Fusion 23.4.0 Manage Help Center

# Tags

When Fusion analyzes documents , text and metadata are extracted. Tags use this metadata to categorize and search your managed documents .

Tags are created in Connect and are either applied automatically (a dynamic tag) as documents areprocessed, or are applied manually (a static tag) in Manage and Analyze. Once tags have been applied, you can search or filter for documents based on both dynamic and static tags.

You apply tags to documents from the document list within the context of a workspace, workbook, or hold. When you apply tags to documents in Manage, you can only choose from tags that were designated as static tags.

To apply a tag to one or more documents in the document

1. From the document list in a view that includes the detail panel, select the document to which you want to apply tags.

   Use shift+click to select consecutive document ; use ctrl+click to select non-consecutive document .

2. In either the List view () or Detailed view (), click the tag tab () in the detail panel.

   - In the Assigned Static Tags section, you can see any static tags applied to at least one of the selected document .

   - If static tags exist, you can see the names of the available static TAGS.

   - If you have recently tagged document , click RECENT TAGS to view the recently viewed static tags.

   - If you have many static tags, you can enter the name of the desired tag in the Find Tags field.

3. From either the TAGS or RECENT TAGS lists, hover over the blank tag icon () next to name of the tag you want to apply. When you hover over the blank tag icon, the icon changes to an add tag icon (); click the add tag icon to apply the tag to the selected document .

   The tag is applied to the selected document and the tag name is displayed in the Assigned Static Tags section of the open detail panel. In the TAGS and RECENT TAGS lists, the applied tags now display a tag icon with a check mark ().

If multiple documents are selected in the document list, static tags applied to all of the selected documents display a blue background in the tag tab of the detail panel; tags applied to at least one of the selected documents (but not all) display a gray background.

To remove a tag from one or more document in the document list

1. From the document list, select the document you want to remove tags from.

   Use shift+click to select consecutive document ; use ctrl+click to select non-consecutive document .

2. In either the List view () or Detailed view (), click the tag tab () in the detail panel..

   If static tags are applied to any of the selected document , the tag names display in the Assign Static Tags section.

3. Click the X next to the tag name you want to remove.

   The tag is removed from all of the selected document .

Copyright 2019-2023 Open Text
Version 23.4.0 | Last updated September 2023
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