Tags are used as a tool for categorizing documents, transcripts, notes, events, designations, characters, within the Opus meta data.
To manage tags navigate to the project name drop down in the right of the top toolbar and select Manage tags.
Creating Tags
- From the dialog box that appears, click on
button. A panel will open at the right hand side
- Enter a name for the tag.
- Select
icon below Icon and the Select icon dialog will open.
- Choose an icon from the list provided.
- Click Save to complete the process.
- To add a color to the icon, select the drop down below the Color option.
- Select the desired color from the color palette that opens.
- Click Apply to complete the process.
- Click Save to create the tag.
Exporting Tags
Tags can be exported to a spreadsheet from the Manage tags dialog window for easy modification and re-use through import in other projects.
- Select the tags to be included in the export by checking the corresponding box in the leftmost columns.
- From the Actions drop down select Export as Spreadsheet (xlsx).
3. The file will begin download to the local downloads directory.
Importing Tags
Exported tags (.xlsx) can be imported for re-use without being manually configured and recreated. The imported tags will be added to the list of available tags.
Imported tags can/will create duplicates of existing tags and do not merge/overwrite/delete existing tags. - To import tags, from the Actions drop down select the option Import tags.
- To select the spreadsheet for import select Browse for file or drag and drop the file into the window and select Import.
- In top left of the window, select if the first row of the spreadsheet contains column headings or tag data.
- The platform will attempt to match the data types to the import fields. If a column is incorrectly identified, the user may select the drop downs in the header rows and match the incoming data to the system field.
