What is a tag?
Tags are freeform metadata you can use to label documents in Onna.
Tags can be added to documents in the following ways:
- Tag an individual document within a source
- Tag multiple documents at a time within a workspace or source
How to tag an individual document:
1. Navigate to your desired Workspace and Source
2. Begin to search for the single document you would like to tag. You can also search by using different text modifiers such as file type.
3. Once you have found the document, click on it and you should see the info card update on the right-side.
4. Add your desired tags. Please note that Tags are freeform, so be mindful of spelling mistakes.
5. Once a tag has been added, select the filter icon and you should see the newly created tag on the left-hand side.
If this does not appear, please scroll down to the bottom right of the filter tab > click on the gear icon > enable TAG.
How to tag multiple documents at a time within a Workspace or source:
1. Navigate to your desired Workspace and or Source
2. From the search bar, begin searching for the multiple documents you would like to tag. If you would like to search within a Workspace, do not select a source.
You can search using text modifiers an example would be type:pdf and this would search for all PDF file types.
3. Once you’ve found all the documents you are looking for, select the [...] in the search bar > then select “Tag current results”
4. From there you can add tags and description to the selected search results> Once done click “Add”
5. After the tags have been created, you can select the filter icon and you should see the newly created tag on the left-hand side.
Note, depending on how many documents were tagged, it may take a second to populate. Refresh the page if needed.
How to edit a tag?
If there is a tag that you want to edit, you can do so by searching for the tag you want to edit > select the pencil icon.
You can then edit a tag and propagate the tag to all files for which you have the edit permission. You can also remove a tag from all files.
How to search for tags?
You can search for tags using the following syntax: tag:(word). This will search for documents in the tag set.
If the tag you’re searching for has two words, please add double quotation marks (") around the words.
If I tag a parent document will it carry over to the attachments?
No, tags apply to documents and not families. Families are not included in searching however there is an option to include family during exports.