Configuring Enrichment tags
Enrichment Tags are meant to help users easily identify and sort documents according to internal initiatives or workflows. Searchable tags can quickly be added to documents as a means to refine search results.
Administrators create and manage tags in the system for all users. Users can then add tags to any documents returned in search results if their user role has Data Enrichment enabled. Once tags are added to a document a user can simply search by that tag and find all tagged documents.
A record of all Tag updates performed on documents by users is written to an audit index, including who updated, which document was updated, when was it updated, current tag(s), added tag(s), and removed tag(s). For more details read Viewing the Discovery Audit Index.
Tags should be unique, descriptive, and short. A meaningfully named tag will be easy to remember, easy to search for, and can clearly convey purpose.
Configuring new tags
From the Admin Panel, click Enrichment tags menu item
Click + Add enrichment tag
Provide a value in Name
Names should be unique, identifiable, and meaningfully related to the reason they may need to be added to a document
If this tag is meant to be immediately available to users, toggle Enabled ON
Click Save changes
Updating existing tags
Administrators can disable, enable, or rename tags.
Disabling tags
A disabled tag is removed from the list of accessible tags provided to users. Disabled tags will not be available for users to add to or remove from indexed documents. Disabling tags allows administrators to place a tag on hold. Users cannot work with the tag until it is re-enabled.
From the Admin Panel, click Enrichment tags menu item
Toggle Enabled OFF for each tag you are updating
Click Save changes
Enabling tags
An enabled tag is added to the list of accessible tags provided to users.
From the Admin Panel, click Enrichment tags menu item
Toggle Enabled ON for each tag you are updating
Click Save changes
Renaming tags
When a tag is renamed it is updated in the list of accessible tags provided to users. This update does not affect documents with the previous name value.
From the Admin Panel, click Enrichment tags menu item
Overwrite the Name value for each tag you are updating
Click Save changes
Removing tags
From the Admin Panel, click Enrichment tags menu item
Click the X of the tag to be removed
Click Save changes
Removed tags will not be available for users to add to indexed documents
If an indexed document has a tag which has since been removed, it can still be removed from documents in the Enrichment view
Searching by tags
There are three ways to perform a search by tag name:
Enter the exact tag name as their search query keyword to find any document with the specified tag
For this search method tag names that are unique, descriptive and short will yield the most refined search results
Example, if a tag name of “Work Order” is specified as the keyword search, all documents with this tag and all documents that contain “Work Order” in other index fields will show in results
Example, if a tag name of “Project Sept2022” is specified as the keyword search, only documents with this tag will show in results
Use an Advanced Search form that has been configured by the administrator to include the field enrichmentTags
Administrators can either create a new form or update an existing form in Advanced Search
Index field name = enrichmentTags
Display name = something obvious to users that this is a field for enrichment tags
Specify a query operator in the main search bar
enrichmentTags: “[name]”
Example, enrichmentTags: “Project Sept2022”