File Analysis Suite 3.7.0 Manage Help Center

# 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.

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

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

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

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

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

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

   - If you have recently tagged documents, 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 to the selected documents. 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 documents.

   The tag is applied to the selected documents 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 document 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 documents in the document list

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

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

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

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

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

   The tag is removed from all of the selected documents.

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Version 3.7.0 | Last updated May 2022
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Product: File Analysis Suite 3.7.0

Topic Title: Tags

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