Assigning tags to search results

Step 1. After performing a search, click on the checkbox next to the search query box to select all the search results

Click on the checkbox next to search query to select all the search results

(Optional) If you would like to unselect any of the listed files so as to exclude them from the tagging, click on the checkboxes next to their names. Alternatively, click on the 'Select just the result on this page' hyperlink to select only the results on the page being displayed

Step 2. Click on the 'Tag' button in the right action pane that appears

Step 3. Click on an existing tag or quick tag to assign it, or to create and assign a new tag type out a new, unique tag name in the search bar then click on it when it appears in the tag list

  • If you want to attach multiple tags, check the 'Apply multiple tags' checkbox before choosing tags to assign. Click on the tags you want to apply by clicking on them, then click on the 'Apply' button
  • You can return to the previous screen from the 'Apply tags' screen by clicking on the 'X' button in the top-right corner or hitting the 'Esc' key Select the tags to be applied either from the list or entering it in the search bar   

Step 4. Choose if you want the tag to be applied to the item only or to the entire family of each item. 

Choose how to apply tags to file families and click on Apply

Step 5. Click on the 'Apply' button

Note: If one or more of the tags selected has the tag note collection property then you will have to enter a tag application note before applying the tag.