Tag and Issue Management

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Tag and Issue Management

Using the Tag and Issue Management dialog box, you can add/remove, reorganize, and rename tags and tag folders in the current database.  Concordance verifies that only one named tag or folder is present within the same hierarchy.  If tag or folder with the same name already exists, Concordance prompts you to rename the tag or folder.  Concordance then automatically updates all records with the new tag name.

Administrators usually create and manage the tags available to all users in the database on the Add/Delete tab in the Tag and Issue Management dialog box.

Note

Before renaming a tag or tag folder, it is best practice to run the TagHistoryandStoreIt_<version>.cpl to capture a current query of all tag history before transferring documents to a new tag.