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Managed Document Tags

You can add a new or existing tag to a managed document

Hylet Pistorius avatar
Written by Hylet Pistorius
Updated over a month ago

As a stakeholder, you can add or remove a tag from a managed document by editing the document (explained below) or via bulk change.

Quick Steps to Add a Tag

  1. Open the managed document

  2. Select 'Edit Information' at the top of the map

  3. On the details tab, scroll down until you find Tags

  4. Click on the box beneath it to see a list of all existing process tags

  5. Select the desired tag or create a new one by typing the new tag in the box and pressing 'enter' or 'tab'. The new tag will appear in the box

  6. Select the green 'Update Policy' button at the bottom of the card

Quick Steps to Remove a Tag

  1. Open the managed document

  2. Select 'Edit Information' at the top of the map

  3. On the details tab, scroll down until you find Tags

  4. Select the cross in front of the tag to remove it from the textbox

  5. Select the green 'Update Policy' button at the bottom of the card

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