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