Setting Keywords
With this function, the keywording can be changed or supplemented for all marked documents and plans. The change can only be made for containers that have edit rights and are not in the review run of a workflow. After the review workflow is complete, the feature is available again.
To change the keywording for tagged containers:
- Select the containers for which you want to change the keywording by clicking on the checkbox to the left of the label. The selection of containers can also be done using a search function.
- Click the "Selected documents ..." and then tap the subitem "Setting keywords“.
- In a dialog box, the desired keywords can now be selected from the list or new keywords can be added. The next step is to determine whether the keywords should be added, replaced or removed.
- In the dialog box, specify whether to add the selected tags or replace or delete existing tags.
- Start the changeover of the keywording by clicking on the "Carry out“.
In addition to adding new keywords, the "replace" option can be used to replace all existing keywords with the selected terms. The "remove" option deletes the selected keywords from the selected containers.
After the authorization has been changed, the changeover is confirmed in a status message in the header of the view and containers that could not be changed.
The keywording can only be changed for those documents that can be edited by the user. After the keywords have been changed, the changeover is confirmed in a status message.