Bulk Tagging

Bulk tagging is the process of tagging multiple documents simultaneously.

To bulk tag documents:

  1. Select the documents to be bulk tagged.
  2. Apply the desired tags using the Bulk Tagging panel. (Tri-state mode is activated for single value, multi-value and hierarchy fields.)
  3. Click Save.

If you select documents and the Bulk Tagging panel is not active, activate the panel using one of these methods:

  • In the Results list, click once somewhere within the row of the document you are currently viewing, to unhighlight the document without selecting it.
  • Move to one of the selected documents, so you are actively viewing it.

    Caution: If you click the Edit button in the Tagging panel, the document you are currently viewing will be auto-selected.

Bulk Tagging Panel

 Related:

Document Selection

Tri-state Mode

Bulk Tagging Text Fields

Tagging Rules and Bulk Tagging

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