How to declare Tags when capturing new Assets/Document?
How to declare Tags when capturing new Assets/Document?
Managing Tags for Assets/Documents
Overview
This feature allows users to declare and manage tags for Assets/Documents:
Tags can be created, selected from previously declared tags, and assigned to multiple Assets/Documents
Tags can have different data types: Text, Integer, Float, and Boolean
Tags are useful for classifying Assets/Documents, filtering them later, and serving as additional attributes
How to?
1. Accessing the Tags Feature
Tags is a field on Assets/Document Card
2. Creating a New Tag
To create a new Tag:
On Assets/Document Card
Click on icon [+] next to field Tags
On Tag lookup, click on button "Add Tag not in List"
Fill in the following details:
Name: Enter a name for the Tag
Type: Select from the pre-defined data type (Text, Integer, Float, Boolean)
Value: Enter a Tag value
Click "Save" to create and attach Tag to Assets/Document
3. Using existing Tags
To using existing Tags:
On Assests/Document Card
Click on icon [+] next to field Tags
Choose Tag from the list, click on icon [+] next to Tag name
Fill Tag value, based on Tag kind, UI of value field might be variant
Click "Save" to attach Tag to Assets/Document
4. Managing Tags
Tags can be deleted depend on your correction
To delete a Tag, navigate to field Tags, then click on trash icon next to a Tag
By following this user manual, you can effectively manage and utilize Tags to classify your Assets/Documents
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