File: Tags

The tags and values associated with a knowledge base file are managed in the Tags accordion of the Add/Edit File workscreen. 

Associating Tags with a Knowledge Base File

To associate the knowledge base file with tags:

1. From the Add/Edit File workscreen, expand the Tags accordion. 
2. From the Available Tags list, click the  beside the tags you want to associate with the knowledge base file.

3. Click the beside the Available Tags list.

A new field is added for each selected tag.

4. Assign values to the tags.

5. Click Save.

Assigning Values to Knowledge Base File's Tags

To assign values to the knowledge base file's tags:

1. From the Add/Edit File workscreen, expand the Tags accordion. 
2. Click in the tag's field. A list of the tag's pre-defined values displays.
3. From the list, select the values you want to assign.

If the tag allows users to add values, the list will also include other values that were previously specified for the tag. You can enter a new value and press ENTER after each value, or enter all the values (separated by a comma) then press ENTER.

4. Click Save.

Removing Tags or Values from the Knowledge Base File

To remove a tag and all its values from the knowledge base file:

1. From the Add/Edit File workscreen, expand the Tags accordion. 
2. Click thebeside the tags you want to remove from the knowledge base file.
3. Click Save.

To remove a value from the file, click the X beside the value.