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:

You can view tags when you search for a file in a workspace.

TagsSearchDocs

You can view tags when you view a workspace

TagsSearchDocs2

You can view tags when you manage them for a file.

TagsFileProperties

You can see who has assigned tags when you view the audit trail for a file.

TagsforFile

The following example shows suggested tags for analyst reports about US car insurance ratings.

Type of information Suggested tags
Industry
  • Auto
  • Insurance
Dates
  • 2013
  • 2014
  • 2015
Analyst name
  • Capgemini
  • Ovum
  • Gartner
  • Forrester
Keywords
  • Strategy Meets Action
  • Magic Quadrant

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.

DocumentsContentTags1

In this folder system, the nested folders Marketing > Analyst Reports > Gartner organize the same documents.

CMTagsVsFolders3

  • 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. PureCloud’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 PureCloud. 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.