Tip #254 - Use Document Tags To Flag Documents “Filed,” “Served,” “Draft,” “Final” & More

You can use “Document Tags” to further differentiate among the documents on the Documents Page. This feature is especially useful when used in combination with your Documents Category and Sub-Category, particularly when documents are displayed in the Grid format on the Documents Page. First, you will need to define the Document Tags to be used (Document Tags are system wide and must be defined by your SmartAdvocate Administrator).

Here’s How:

Go to Admin > Picklist Maintenance
Filter for the Document Tags group

Click the “Add New Item” button, enter the name of the new Document Tag, check the “Active” checkbox and click the “Update” button to save your entry
Repeat step three above for any additional Document Tags you want to create

After creating the appropriate Document Tags in Picklist Maintenance, those tags will be available for use on the Documents Page

How To Add A Tag To A Document

Go to the Documents Page
“Right-Click” on the Document you want to tag
Select “Edit Properties” from the drop-down menu

Click in the “Tags” field on the Edit Document Properties Page
Select one or more tag(s) to add to the document then click the “Save” button at the bottom right of the page to save your selection(s)

Note: It is possible you may not have the “Document Tags” column visible on the Documents Page, so you may need to add that column.

Here's How:

On the Documents Page, click the “Layout” tab on the bottom right corner of the page then click the Show/Hide Columns tab on the drop-down menu to display the Column Chooser feature

Locate “Tags” in the Column Chooser list
Use your mouse to click and ‘drag’ the Tags item from the Column Chooser list to a location on the grid
Close the Column Chooser box when finished

The column with Document Tags will now be displayed on the page