Tags

When File Analysis Suite 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 are processed, 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.

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 document detail panel; tags applied to at least one of the selected documents (but not all) display a gray background.