Tagging groups of documents
Policy Manager tag groups are used to search for related documents. You can have as many tag groups and tags as you want. Once a tag group is set up and is active, the Tag Group can be selected from a document's General Info tab, Tags section.
Add a tag group
Before you add a tag group, you must configure the Reference Domain (called Data Domain in tags) and the selections as Reference Codes. See Configuring categories, values, and attributes. For example, the following Meanings display in the user interface for the configured Domain and Codes shown here.
| Domain | Code | Meaning |
| Tags - IT Documents | ITDOC-TAG-SECURITY | Security |
| Tags - IT Documents | ITDOC-TAG-SECURITY | Support |
To add a tag:
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From the left menu, select Administration, then Tag Groups.
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Select Tag Groups
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Complete the information for the queue
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Enter a Name for the tag group and give it a Description.
- Select Active for the tag group to be made available immediately.
- Data Domain: Select the Data Domain. For example, the domain may be Tags-IT_Documents.
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Select Save.
Manage tag groups
On the Tag Groups page, you may search for the tag group and perform the following.
To edit the tag group information. Update the Name, Description, Active status, or Data Domain. Select Save.
To delete a tag group. The tag group is immediately disassociated with all documents and purged from the system.
