Document tags are an optional field used to provide additional metadata for employee documents for improved searching and organization.
If document tags are not defined on this page, the "Document Tags" field will be blank on the Document's menu.
Navigating to Document Tag Field Value Setup
- Expand Setup and click Setup Properties from the menu.
- Hover over Field Value Setup in the top menu bar and click Document Tags.
- Click this icon to open a tab/window to edit the document tag.
- Tag Name
- Status
Adding a Document Tag
- Click Add Document Tag from the drop-down menu.
- Enter the name of the document tag.
- Click Save or Save and Add Another when finished.
Edit a Document Tag
- Click the
- Edit the name of the document tag.
- Save your changes.
Deactivate a Document Tag
Document tags can be deactivated from the Field Value Setup page. If a document has the document tag that is made inactive, the document tag will be retained on the document.
- Click the
- Uncheck the "Active" checkbox.
- Save your changes.