Tag manager overview

Tags in Document360 are used in identifying, filtering, and grouping related articles, category pages, or files in your knowledge base project.

What is a Tag?

A Tag is a form of metadata comprising letter(s), number(s), a word, or a phrase used as an identifier label about the content of an article, category page, or file.

For example, If an article or file talks about installing a product. The user can add and apply the Tag "Installation".

When the readers view the Tag next to the article/file, they would know what information to expect from the respective article.

Reasons to use Tags in Document360

• Improves user and reader experience (identification, filtering, and navigation)
• Grouping of similar entities
• Improves keyword searches in Knowledge base portal and Knowledge base site

Check out our Tags - Best practice for a better understanding.

Tag manager overview

To access the Tag manager overview page, go to Content tools → Tags

Here is a breakdown of the different aspects of the Tag manager page

1. Add Tag

Add new Tags to your project, which you can later associate with articles, category pages, and files.
Read more →

2. Search by Tag name

Use this field to filter out and search for already added Tags in your project. Type in the keyword, and the relevant Tag result is filtered out below.

3. Tag dependency viewer

You can view information such as how many instances the Tag has been added to articles, category pages, and files. When you click on the number data, you can view a blade window on the right with in-depth information about the version, language, article, and contributor who added that Tag.
Read more →

4. Edit or delete Tags

These two options become visible only when you hover the mouse pointer over the Tag.

• Edit: Click on this icon to edit the Tag name and description.
  To edit the Tag:
  1. Click the Edit icon, and the Update Tag blade appears
  2. Update the Tag name and description
  3. Click the Update button on the bottom right
     • When you change the Tag name and click Update, a confirmation popup appears
       
     • If you want to set up a tag redirection, select the checkbox 'Set a tag redirection for the updated tag slug'
       If you do not want to set up a tag redirection, uncheck the checkbox 'Set a tag redirection for the updated tag slug'
     • Once you're done, click Yes

• Delete: To remove the Tag from the Tag library.
  • Click the Delete icon and the Delete confirmation prompt appears
  • Click Yes

5. Multiple Tag selection for bulk remove option

You can select various Tags from the list to perform a bulk operation. When you choose one or more Tags, the Remove Tags from Articles, Category (page), and Files option(s) appear on the top right.

6. Export Tags

You can export all the Tags in your project to an Excel or PDF file (.xlsx or .pdf file extension).
You cannot export selective Tags using this option. When you select the Export option, the complete Tag library and the dependency data will be exported.

7. Refresh

Click on this button to perform a frame refresh on this particular page.

8. Bulk remove

Use the (5. Multiple Tag selection) for this option to work. You can remove multiple selected Tags from articles, category pages, or files.

Document360 Tags - Best practices