What are XpressDox tags
The concept of tags has been introduced in v14. It is available in the web only, and is used to present a simplified view of folders and files to the end user instead of the entire template library and expecting them to navigate around. Templates and folders from a variety of locations in the XpressDox account can be tagged and then presented to the user, making it much easier for them to find the necessary files and folders.
How to tag templates / folders
Tagging templates is a 2 step process; creating the tags, and then tagging templates and folders with the tags you created.
To create tags, click Manage> Tags> Add Tag. Note that only an Account Admin has access to Manage Tags. Create as many tags as you want, it is a way of categorizing your templates.
Now add tags to templates and/or folders. Templates / folders can have more than one tag should they need to belong to more than one category.
To tag a template / folder, use the context menu, then click Manage tags. When your list of tags appears, select the appropriate tag/s and click Update.
How to access tagged templates / folders in the XpressDox explorer
Now click Tags under Explorer on the left, then click Apply Tags and select which tag/s you would like to view. A view of all appropriate templates / folders will be displayed. Although the management of Tags is only available to Account Admins, the viewing of Tags is available to all user types.
Using tags in an integrated explorer view
The use of tags is especially useful when running templates from within a DMS like NetDocuments or iManage. With the use of tags, it is possible to present a simplified view of templates instead of showing users all templates. During the process of setting up your tags, you will have noticed link buttons next to the Tags i.e.
Clicking on the link button will generate a URL to use in integrated interviews, and will contain the tags e.g.
https://[theXpressDoxInstance].xpressdox.com/Sso/Start?type=microsoft&iframe=false&domainHint=[yourEmailDomain]&iframeView=false&tags=Property&tags=General
