Tags

In Fusion, tags are used to search for items in Manage. You can create tags that are applied automatically (a dynamic tag) as items are processed or that you directly apply (a static tag) to items in Manage.

A tag can be edited at any time. If you make changes to a tag, the affect on items varies based on the type of tag.

  • For static tags, changes to the tag details have no effect on previously tagged items. Because you apply these tags directly to items, no re-processing occurs. The changes to the tag only affect items you apply to the tag going forward.

  • For dynamic tags, changes to the tag details result in re-processing. Based on the changes you make, the tag may be applied to additional items or may be removed from existing items. Going forward, items will be tagged during processing based on the updated tag information.

    • Items placed on hold as a result of a dynamic tag are not affected—items already tagged remain on hold even if the tag no longer applies.

    • Items in a standard workbook in Manage as a result of a dynamic tag are not affected—items already tagged remain in the workbook.

    • Changes to a dynamic tag that is part of the criteria for a dynamic workbook can result in change in the content that is included in the workbook. The individual items in a dynamic workbook can fluctuate because the workbook is based on a set of criteria and does not reflect a static point in time.

Tags that are based on other tags cannot be deleted. You must first edit the tag to remove the underlying tag from the criteria.

To open a quick view detail panel for a tag, click anywhere in the row for the desired tag and then click the open detail panel icon (open detail panel icon).

  • Counts displayed for tags include the documents (parent item) and any attachments (items).

  • Click Edit to edit the details for the selected tag.

  • Click Delete to delete the selected tag.