Users can apply tags to a multiple documents at the same time. The steps outlined below cover how to bulk apply tags to multiple documents in the Documents tab.

Step-by-step guide

  1. In the Documents tab, use the Tick Boxes next to the documents to select each one you would like to tag.
  2. Click on the Actions menu and choose Tag Documents from the dropdown.
  3. In the Tag Documents dialogue, ensure the Action dropdown is set to Add Selected. This menu will also allow for the removal, replacement, or clearing of tags from the selected documents.
  4. Now, from the Select Document Tags dialogue box, click to select the desired Tag(s).
  5. Click Select to save your tag selection.
  6. Click Apply Tags to save changes.
  7. A green pop-up will appear at the top of the page to confirm the changes made and all documents will now display the newly added tags in their metadata.