Tags

Tags let you describe your files in a consistent way, such as by location, audience or wave, so they’re easy to find later. In a Transcript folder, tags also become filters when you analyze transcripts in Text Explorer.

Tags come in two levels:

• A tag category is the group, such as “Location”. Each category has a colour.
• A tag is a value in that category, such as “Melbourne” or “Sydney”.

You’ll see tags written as “Category - Tag”, such as “Location - Melbourne”.

Each File Bank folder has its own tags. Its project folders and files can only use the tags set up for that folder.

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Set up tags with the Tag Manager

Permission Requirements

You need to be able to edit the folder to use the Tag Manager.

1. Open the Tag Manager - Click Tag Manager above the file list, or choose Tag Manager from the File Bank folder’s ⋮ menu in the folder tree.
2. Click Add Tag Category
3. Name the category - Fill in Category Name. It must be different from the folder’s other categories.
4. Choose a colour - Pick a Tag Colour from the palette or the colour picker, or type a hex code.
5. Add the tags - Type each tag into Add tags to this category to add it. You need at least one.
6. Add a description (optional) - Fill in Description (Optional).
7. Click Save - The category appears in the list, with its tags in the Tag column.
8. Click CLOSE when you’re done.

Edit or delete a category

In the Tag Manager, click the actions on a category’s row:

• Edit - Change the name, colour, description or tags. Removing a tag from the list deletes it.
• Delete - Delete the whole category. Click Delete in the Confirm Tag Deletion message.

If some changes can’t be saved, you’ll see a list of what failed, such as “Failed to create tag code ‘Sydney’”.

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Tag files and project folders

1. Choose Edit - From the item’s ⋮ menu in the file list.
2. Choose tags - In File Tags & Attributes, pick from the folder’s tags. You can’t type new ones here.
3. Click Save

If you see “Folder has no configured tags.”, set some up in the Tag Manager first.

You can also tag files while you upload them. See Tag files as you upload.

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Filter by tag

When items in the folder you’re in have tags, Filter Tags appears above the file list, with a chip for each tag in the tag category’s colour.

• Click a chip to show only the items with that tag.
• Click more chips to narrow it further. The list only shows items that have all the selected tags.
• Click a selected chip again to clear it.

Filter Tags only looks at the items in the folder you’re in, not inside its project folders.

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Frequently asked questions

Why can’t I add a new tag while tagging a file?

Tags must be set up in the Tag Manager first, so everyone uses the same ones. Ask someone who can edit the folder to add it.

Why doesn’t Save work in Add Tag Category?

Check that the category has a name, that no other category in the folder has the same name, and that you’ve added at least one tag.

Can I use the same tags in two File Bank folders?

Each File Bank folder has its own tags, so you’ll need to set them up in each folder.