Overview: Tags

Tags help organise information to make it easier to browse for specific content.

Key benefits of using tags are:

  • Owners and Editors can mark content from a predefined set of tags.
  • Quickly filter and search for specific related content.
  • Enhance data connections between documents by providing a common theme or document relationship/hierarchy.

Commonly-used keyword themes:

  • Regulatory context;
  • Obligations management;
  • Document hierarchy;
  • Compliance posture;
  • Role applicability.

Methods of applying tags:

  • At document level;
  • At paragraph level;
  • In between documents/paragraphs;
  • Data connections.

Tags and their groups need to be created by system administrators or tag managers in advance. The administrators need to create tag groups first before any individual tags can be developed. Once the tag groups were created, the individual tags can be also created and added to the groups.

Regular users will be able to use predetermined tags which were created in the system, but regular users will not have permissions to create their own tags.