How To Tag A Document In Sharepoint?
Are you looking for an easy and effective way to organize your documents stored in SharePoint? Tagging documents is a great way to help you manage and find your documents quickly and easily. In this article, we will discuss how to tag a document stored in SharePoint and how it can help you organize your documents better.
- Go to the document library where the document is stored.
- Select the document you want to tag and click “edit”.
- Enter the tag you want to assign to the document in the “Tags” field.
- Click “Save” to save the document.
Now the document has been successfully tagged and can be quickly retrieved using the tag search.
How to Tag a Document in Sharepoint
Tagging documents in Microsoft SharePoint provides an organized, searchable way to store and share electronic files. SharePoint is a web-based document management system that enables collaborative document sharing, document tagging, and easy access to shared documents. By tagging documents, users can quickly find, view, and access documents that are shared within an organization or with external partners.
What is Tagging?
Tagging is a way of labeling a document or file with a keyword or phrase. This keyword or phrase is used to categorize and organize documents, making them easier to find and access. For example, if you have a document about customer information, you might tag it with the phrase “customer data” or “customer information”. This would make it easier to find the document when searching for customer information. Tagging documents in SharePoint is an efficient way to organize large amounts of data and make it easier for users to find what they need.
Steps for Tagging Documents in SharePoint
Step 1: Open the Document Library
The first step to tagging documents in SharePoint is to open the document library. To do this, go to the SharePoint home page and click on the “Documents” link. From there, you can access the document library.
Step 2: Select the Document
Once you have opened the document library, you can select the document you want to tag. To do this, click the checkbox next to the document’s name. This will select the document for tagging.
Step 3: Enter the Tag
Once the document is selected, you can enter the tag. To do this, click on the “Tag” button at the top of the document library. A window will open where you can type in the tag. When you are finished, click “Save” to save the tag.
Step 4: Add More Tags
If you need to add more tags, you can do so by clicking the “Add Tag” button at the bottom of the “Tag” window. You can add as many tags as you need to help categorize and organize the document.
Step 5: View the Tagged Document
Once you have tagged the document, you can view the tagged document by clicking on the “View” button at the top of the document library. This will open the tagged document in a new window, where you can view the tagged information.
Step 6: Search for Tagged Documents
If you need to search for tagged documents, you can do so by using the “Search” button at the top of the document library. This will open a search window where you can type in a keyword or phrase related to the document you are looking for. The search results will include documents that have been tagged with the keyword or phrase you entered.
Conclusion
Tagging documents in Microsoft SharePoint is an efficient way to organize and share files. By following the steps outlined above, you can easily tag documents and make them easier to find and access. With the help of tags, you can quickly locate documents and access the information you need.
Related Faq
What is tagging in SharePoint?
Tagging in SharePoint is a way of organizing content into categories or topics. It allows users to categorize content without having to use the traditional folder structure. Tags are keywords or phrases that are associated with a piece of content. With tagging, users can quickly search and find content that is related to the tag they are looking for.
Tags can be added to documents, pictures, videos, webpages, and other pieces of content stored in SharePoint. This makes it easier for users to quickly find the content they are looking for.
How do I tag a document in SharePoint?
Tagging documents in SharePoint is a simple process. First, open the document you would like to tag in the SharePoint library. Then, click the ‘Tag’ button at the top of the document. This will open a dialog box where you can enter any keywords or phrases that you would like to associate with the document.
Once you have entered your tags, click the ‘Save’ button. This will save the tags to the document, making it easier for other users to find it in the future. You can also view all the tags associated with a particular document by clicking the ‘View Tags’ button at the top of the document.
Can I search documents by tags in SharePoint?
Yes, you can search documents by tags in SharePoint. To do this, open the library where the document is stored and click the ‘Tags’ button. This will open a search box where you can enter the keywords or phrases associated with the document. SharePoint will then search the library for any documents with those tags.
You can also use the Tags search box to quickly find documents that are related to a particular topic. For example, if you are looking for documents related to ‘marketing’, you can enter the tag ‘marketing’ and SharePoint will display any documents that have been tagged with that keyword.
Can I add tags to multiple documents in SharePoint?
Yes, you can add tags to multiple documents in SharePoint. To do this, select the documents you would like to tag and then click the ‘Tag’ button at the top of the library. This will open a dialog box where you can enter the tags you would like to associate with the documents. You can also select the ‘Apply to All’ option to apply the same tags to multiple documents.
When you are finished, click the ‘Save’ button to save the tags to the selected documents. This will make it easier for users to quickly find related documents in the future.
Can I delete tags from documents in SharePoint?
Yes, you can delete tags from documents in SharePoint. To do this, open the document you want to delete the tags from and click the ‘Delete’ button at the top of the document. This will open a dialog box where you can select the tags you want to delete. Once you have selected the tags you want to delete, click the ‘Save’ button to delete the tags from the document.
Tagging documents in SharePoint is an easy process that can help you quickly organize and find documents. It is an essential step that will help you better manage your documents and make them more easily accessible. With a few simple steps, you can quickly and efficiently tag documents in SharePoint, making it easier to find and share the information you need.
