Workgroups Tag Tab

The Workgroup Tags page allows you to select tags that are available to your workgroup members. Selected tags appear in the Keywords area of a record and are only visible to the members of the workgroup. This allows workgroup members to refer easily and quickly to records using termonology that is familiar and meaningful to the group (e.g. as a group of researchers working collaboratively).

Note. Workgroup tags are available to all members but maintained only by the Workgroup Administrator. For personal databases you will probably not be using workgroups, and there will be no workgroup tags listed under Available.

The Workgroup Tags pane shows all available tags in the Available column, and tags selected for this record in the Selected column.

To create a new tag, click the click here button at the bottom of the screen, and complete the tag details.

To move a tag to the Selected list, select it and click the right-arrow button. To remove it, select it in the Selected list and click the left-arrow.

Once you save your changes, the selected workgroup tags will appear under the relevant workgroup, letting you search records based on their tags:

Created with the Personal Edition of HelpNDoc: Generate Kindle eBooks with ease