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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 see all items with a given tag

  1. Click on the Tags button in the Repository Top Bar

  2. (Optional) Type a few characters in the Magnifying Glass Filter tags box above the list of tags

  3. Select a tag from the dropdown menu to see all items with that tag

To tag a file or folder

  1. Navigate to a folder in the Repository

  2. Select a single item in a folder

  3. Locate the Add a tag... dropdown menu in the Metadata tab of the Right Hand Side 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 menu. 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 a folder in the Repository

  2. Select a single item in a folder

  3. From the Metadata tab of the Right Hand Side 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 edit a tag's name

  1. Click on the Tags button in the Repository Top Bar

  2. (Optional) Type a few characters in the Magnifying Glass Filter tags box above the list of tags

  3. Select a tag from the dropdown menu

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

  5. Edit the name in the textbox that appears

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

To delete a tag

  1. Click on the Tags button in the Repository Top Bar

  2. (Optional) Type a few characters in the Magnifying Glass Filter tags box above the list of tags

  3. Select a tag from the dropdown menu

  4. Click on the Delete Tag button at the top right of the page

  5. Click on the OK button to confirm. To cancel the action, click Cancel or press the Escape key