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Document Tags

Tags can be assigned to documents so they can be easily located in a global fileroom search on the Content Search page.

Add a Tag

  1. From the menu on the left side, go to Admin > Fileroom > Tags.
  2. Click the Add Tag button.
  3. Enter the Tag Name.
  4. Click Save.

Edit a Tag

To edit a Tag, click the Tag under the Tags column to open.

When finished making your changes, be sure to click the Save button.

Delete a Tag

To delete a Tag, click the Delete button under the Delete column.

Assign a Tag to Multiple Documents

  1. Below the user menu, click the Search button.
  2. At the Content Search page, locate the documents you want to tag using the search fields, then select the documents using the checkbox under the Actions column.
  3. After you select the documents you want to tab, click the Fx button above the document list.
  4. From the Fx menu, click the button next to Tag.
  5. In the pop-up window, select the tags you want to assign, then close the window.

Table of Contents

Structure
  • Managing Cabinets
  • Managing Folders
  • Managing Subdividers
  • Managing Document Types
Security
  • Setting Up Your Profile
  • Enabling PDF Tools
  • Managing Users
  • Managing Groups
  • Group Permissions
Filing Documents
  • Filing a Single Document
  • Filing Multiple Documents
  • ARIE Functions
Document Handling
  • Gallery View
  • Content Search
  • Folder Details
  • Reports
  • PDF Forms
  • HTML Forms
  • Merging Pages to Existing Documents
  • Managing Onboards
  • Document Retention
  • ARIE Requests
  • Variable Naming
  • Document Tags
  • Mail Merge Letters
  • Held Documents
  • My Shared Documents
  • Managing Shared Documents
  • MS Add-Ins
  • FX Functions
Workflow
  • Completing a Workflow
  • Managing Workflow
  • My Workflows
  • My Onboards
  • Supervisor Workflow
ARIE
  • Summary
  • ARIE Native
  • ARIE Multiple
  • ARIE Single
  • ARIE Direct
  • ARIE Named
  • ARIE Batch
  • SmartScan
  • Folder Load
  • ARIE Settings (Self-Host Only)
  • Templates (Zonal Capture)
  • ARIE Queue
Misc. Administrative Items
  • Company Branding
  • Setup for Cabinet/Document Types
  • Slider Broadcast
  • Email Templates
  • SMTP Settings
  • Document/Folder Recovery
  • Administrative Logs
Dashboards
  • User Dashboards
  • Admin Dashboard
Contact Management
  • Accounts
  • Contacts
  • Campaigns
  • Opportunities
  • Reminders
  • Appointments
  • Email Templates
  • CM Documents
LMS
  • Manage Courses
  • My Courses
Desktop Application
  • Using the Desktop Application

PinPoint DMS

Industries

Pricing

About Us

Contact Us: sales@lsspdms.com

Privacy Policy

Cloud Based 

Self Hosted

Channel Partners

Customer Portal