Introduction
This guide will show you how to configure document tagging in Easy DMS. Tagging helps you categorize and filter documents more easily. By following these steps, you’ll be able to define tags and assign them to documents during upload or revision.
Target Audience
- Administrator
Prerequisites
- Administrator access to Easy8
- Access to the Custom Fields settings
How to Configure Document Tagging
Step 1: Create a Tag Custom Field
- Go to the Global menu and click Administration
- Select Custom field
- Click on New custom field in the toolbar
- Choose the Easy DMS field type
- Set the field name as Tag
- Choose List as the field format
- Enter the list of tag values based on your requirements
- Save the custom field
Step 2: Use the Tag When Uploading Documents
- Upload a new document or a new revision in Easy DMS
- In the edit mode, locate the Tag custom field
- Select the appropriate tag value from the list
- Save the document
Conclusion
You have successfully configured document tagging in Easy DMS. You can now tag documents during upload or revision, making it easier to organize and find files.
