Managing Tags

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

1. Click on  and the panel on the right will open.

2. Enter a name for your tag.
3. Select icon below Icon and the Select icon dialog will open.

1. Choose an icon from the list provided.
2. Click Save to complete the process.
3. Select the icon below Color and the palette will open.
   1. Using the options available identify the that is available to you.
   2. Click Apply to complete the process.
4. Click Save to complete the process.

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. 

1. Select the tags to be included in the export by checking the corresponding box in the leftmost columns.
2. 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. 

NOTE: Imported tags can/will create duplicates of existing tags and do not merge/overwrite/delete existing tags.   

1. From the Actions drop down select Import tags.
2. To select the spreadsheet for import select Browse for file or drag and drop the file into the window and select import.
3. In top left of the window, select if the first row of the spreadsheet contains column headings or tag data.
4. 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 necessary system field as shown below.