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PathcoreFlow User Manual

Tags


Tags provide a mechanism to recall items from the Repository faster (e.g. tag images for an upcoming presentation or to collate interesting images). Each item in the Repository can have more than one tag associated with it.

Tags are private to the user that created them and cannot be shared at this time.
To tag a file or folder

  1. Navigate to any folder in the Repository (click on the Folder Repository button from the Navigation Menu then navigate to a folder)

  2. Select a single item in a folder

  3. Locate the Add a tag.. dropdown in the Metadata tab of the right-hand panel. You may need to click on the Expand button if the panel is collapsed

  4. Choose a tag from the Add a tag.. dropdown. To create a new tag, type directly into the field and click on the + New tag option

To remove a tag from a file or folder

  1. Navigate to any folder in the Repository (click on the Folder Repository button from the Navigation Menu then navigate to a folder)

  2. Select a single item in a folder

  3. From the Metadata tab of the right-hand panel, click the X button beside the tag to be removed. You may need to click on the Expand button if the panel is collapsed

To see all items with a given tag

  1. In the Navigation Menu under the TAGS section, click on the tag name, or

  2. If the Navigation Menu is collapsed, hover over the TAGS icon then click on the tag name in the popout panel

  3. In the Tag view:

    • Tagged files are listed in the Files section
    • Tagged folders are listed in the Folders section
To edit a tag's name

  1. In the Navigation Menu under the TAGS section, click on the tag name to navigate to the tag page

  2. At the top of the page, adjacent to the tag's name, click on the Edit button

  3. Edit the name in the textbox that appears

  4. Click on the Save button to change the name, or click on the Cancel button to discard the changes

To delete a tag

  1. In the Navigation Menu under the TAGS section, click on the tag name to navigate to the tag page

  2. Click on the Delete Tag button

  3. Confirm to delete the tag and dissociate it from all Repository items