Use content tags
Tags are a flexible way to classify files based on terms that you define. Tags help you quickly locate files in Documents. You can assign multiple tags to each file.
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You can assign tags to a file when you do the following things:
- When you add a file to a workspace
- When you edit the details of a file
You can view tags when you search for a file in a workspace.
You can view tags when you view a workspace.
You can view tags when you manage them for a file.
You can see who has assigned tags when you view the audit trail for a file.
The following example shows suggested tags for analyst reports about US car insurance ratings.
| Type of information | Suggested tags |
|---|---|
| Industry |
|
| Dates |
|
| Analyst name |
|
| Keywords |
|
The following images show how you can organize documents using tags or folders.
The Marketing—Analyst Reports workspace includes several files that have the Gartner tag.
In this folder system, the nested folders Marketing > Analyst Reports > Gartner organize the same documents.
- Consider how you and your team search for files. Use keywords that describe both the contents and purpose.
- Create tags that represent both general and specific aspects of the files.
- Be flexible. There are many ways to think about files and there is no limit to the number of tags you can use.
- You do not need to include keywords from file names. Genesys Cloud’s search engine looks for matching text in file names, tags, and within the files themselves.
- Consider designing your tag strategy offline before building it in Genesys Cloud. This strategy allows you to see where you have enough tags and where more would be beneficial.
- To help find specific files and related files, assign multiple tags to each file.
- You can always add or remove tags as your content repository expands.
