Linking a tag to a document creates a Meridian Cloud reference between the selected document and the selected tags in the vault. The reference is made with the TagObject Reference type.
Linking tags to a document and linking documents to a tag as described in Link Documents To a Tag accomplish the same thing. The only difference is the point of reference, a tag or a document. You can use either method depending on which is more convenient for you.
You must have the Edit Tag Assignments privilege to perform this task and the current document must the be latest revision of the document.
To link tags to a document:
- Select the document to which you want to link tags.
- View the tags that are currently linked to the document as described in View Linked Tags. Confirm that the tags that you want to link are not already linked.
Click Find Tags. The Find Tags dialog box appears.
The dialog box contains two sections. You use the top section to search for tags to link to the current document. The bottom section shows all of the tags that match the search criteria and that are not yet linked to the current document.
Type or select search criteria and click Find. Any matching tags appear in the bottom section.
To refine your search, type or select search criteria and click Find Now.
Only the first page of tags is shown. To view more tags, use the page controls at the bottom of the search results list.
Select the tags in the bottom section of the dialog box that you want to link to the current document and click Link. The tags are removed from the bottom section of the dialog box.Note:
Click the icons in the header row to add or remove all of the found tags from your selection.Note:
The links are created immediately after clicking the button. Also, clicking Close does not revoke the actions that you have taken.
- When you are finished linking tags, click Close.
Press and hold the Ctrl key while clicking to add or remove tags from your selection. Press and hold the Shift key while clicking to select consecutive tags.