Linking a document to a tag creates a Meridian Cloud reference between the selected tag and the selected documents in the vault. The reference is made with the TagObjectReference type.
Linking documents to a tag and linking tags to a document as described in Link Tags To a Document 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 be the latest revision of the document.
To link documents to a tag:
- Select the tag to which you want to link documents.
- View the documents that are currently linked to the tag as described in View Linked Documents. Confirm that the documents that you want to link are not already linked.
Click Find Documents. The Find Documents dialog box appears.
The dialog box contains two sections. You use the top section to search for documents to link to the current tag. The bottom section shows all of the documents that match the search criteria and that are not yet linked to the current tag.
Type or select search criteria and click Find. Any matching documents appear in the bottom section.
To refine your search, type or select search criteria and click Find Now.
Only the first page of documents is shown. To view more documents, use the page controls at the bottom of the search results list.
Select the documents in the bottom section of the dialog box that you want to link to the current tag and click Link. The documents are removed from the bottom section of the dialog box .Note:
Select the checkbox in the header row to add or remove all of the found documents 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 while in edit mode.
- When you are finished linking documents, click Close.