GoldFynch lets you easily add or remove tags for an individual file while viewing it in the Document viewer. 


Adding an existing tag to a file 

Step 1. Click on a file to open it in the Document Viewer

Step 2. Click on the 'Tag..' button in the Tag section of the right panel in the document viewer


Click on the 'Tag' button in the tag section to apply a tag


Step 3. Click on a Tag from the Tags listed / Enter a tag name to filter the tags and then click on the tag from the list. Alternatively, you can choose a quick tag or a tag from the ones listed under Recently used/ Most used/ by clicking on it. 

Select a tag from the list or by searching

Step 4. (Optional) Check the 'Apply multiple tags' button if you want to add multiple tags to the document 

Step 5. (Optional) Repeat Step 3 to add other tags to the document

Step 6. Click the 'Apply' button

Step 7. Select if you want to the apply the tag to the selected document or to all files in file family


Select if you want to apply the tag to the file family or not

Step 8. Click on Apply


The tag will be applied to the document, and you will be able to see it in the tag section of the document viewer. 

The tag that was applied will be displayed in the tag section

Note: You can also create a new tag when applying it from the document viewer. Learn how to do so here. 

Adding a Quick tag from the Document Viewer

Adding a quick tag to a file from the document viewer is very simple; it can be done directly from the Tag section in the right panel. The process is given below:


Step 1. Click on a file to open it in the document viewer

Step 2. Click on any of the quick tags that are listed in the Tag section in the right panel to apply it to the open file

 

Click on any of the quick tags to apply it

Note: Quick tags already assigned to the file will be highlighted; all others will be dimmed. In the image below, you can see that the tag 'From Zips' is highlighted, whereas all the other quick tags are dimmed. This indicates that the tag 'From Zips' is attached to the file


Quick tags assigned to the file will be highlighted and others dimmed

Removing a tag from a file

Removing a tag from a file in the document viewer is easy. Just click on the 'x' against the tag name in the Tag section to remove the assigned tag.

Click on the 'x' against a tag to remove it

Select whether you want to remove the tag from the individual file or the file family, then click 'Remove'. 

Select how to remove the tag from the file family and click on remove


Note: For quick tags, just click the tag name to remove it.

Learn more about tagging and tag management


Tagging individual files

Tagging all your documents in a folder or search (bulk tagging)

Retroactively tagging families of already tagged files 

Tagging all documents in a search results

Tag a document with multiple tags in one go

Removing tags from Unsupported documents

Tagging a file in a family, but not the whole family