Tagging Documents

Before you Begin

• Tags apply only to documents within a workspace.

• Tags created in one workspace are not visible in other workspaces.

• Contributors and above can create, apply, and remove tags.

• Readers can view tags but cannot modify them.

• Tags use lowercase letters. If uppercase letters are entered, Blackout automatically converts them to lowercase.

• Tags may contain lowercase letters (a-z), numbers, spaces, hyphens (-), and underscores (_).

• Tags cannot exceed 50 characters.

• Duplicate tags are not allowed.

• Press Esc while entering a tag to cancel.

• Clicking outside the tag field applies the text currently entered.

Tagging Documents in the Workspace View

Tags applied to a document appear in the Tags column of the workspace document list. If several tags are applied, only a few are displayed, followed by a More Tag(s) button. Click the button to view the remaining tags.

To add a tag to a document:

1. Locate the document in the workspace document list.

2. Click Add Tag in the Tags column next to the document you want to tag.

3. Begin typing to search for an existing tag or create a new one.

4. Press Enter to apply the new tag or choose an existing tag from the dropdown.

As you type, the tag list will automatically filter to match your input. After applying a tag, the input field remains active, allowing additional tags to be added.

To remove a tag:

1. Locate the tag applied to the document.

2. Click the X next to the tag name.

3. Confirm the removal when prompted.

Tagging Documents in the Document Viewer

Tags are displayed in the information panel in the document viewer. 

To add a tag:

1. Click the Information Icon in the document viewer on the right side.

2. Click the Plus Sign and begin typing to search for an existing tag or create a new one.

3. Press Enter to apply the tag.

To remove a tag:

1. Locate the tag in the list in the Information Panel.

2. Click the X next to the tag name to remove the tag.

3. Confirm the removal.