Skip to main content
Settings

Tags

By November 29th, 2021No Comments

Description of the functionality

In Blue10 it is possible to link extra search terms, so-called tags, to a document. This makes it easy to retrieve specific documents that are linked to, for example, a project furnishing office.

Please note: A user with administrator rights has options via Settings to manage the tags in the renewed interface. Click here if you want to know more about managing tags.

How does the functionality work?

Creating tags
Follow these steps:

  1. Open a document via Document overview: Purchase.
  2. At the top left of the document header data, the Tags field is available. Click in this field and enter the desired tag.
  3. Click on the save icon to save the new tag and link it to the document.

Linking tag(s) to a document
Follow these steps:

  1. Open a document via Document overview: Purchase. At the top left of the document header data, the Tags field is available.
  2. Enter the desired tag here.
  3. Then click on the save icon to link the tag to the document.

Retrieve documents based on tags
Follow these steps:

  1. Open the Document overview: Purchase.
  2. Open the extra search filters by clicking on the plus sign. The Tag field lists all saved tags.
  3. Choose one of the tags and click Search to find linked documents.

Do you have any questions? Please feel free to contact our Customer support. We are happy to help you!