How do I tag a Folder?

Table of Contents :

• How do I tag a Folder?

1.

Login to your account using the username and password provided.
Note: These login details will be the same as the FLYdocs web platform.

2.

Select a Client from the Client dropdown and then select 'OK'.

3.

Click on Scan at Source tab.

4.

Select Historic/ BAU Scanning

5.

Select a Centre

6.

Select a Component from the grid.

7.

Select the 'View' icon at the right side of the component row to enter the Box/ Folder level window for the selected component.

8.

Double click on the box you want to enter.

9.

Within the selected box select the 'Tag Folders' option from the 'Actions' dropdown menu at the top of the window.

10.

Please select Operator

11.

Selecting this option will bring up a list Tag Types you can tag your folders as.

12.

The Tag Type for 'Check' will require you to select a Check Type, Check Group and Sub Group to assign to your selected folder(s).

13.

To add a Group to a Check Type selects the Check Type from the grid.

14.

Then select the 'ADD GROUP' button at the bottom of the grid.

15.

After selecting this button will allow you to edit the text below the check type to add your check group.

16.

Select enter on your keyboard to save the check group you have created.

17.

After saving the check group name another column will appear to the right of the page to allow you to select a 'Sub Group'

18.

Finally select the folder(s) you would like to assign the selected Tag Types to.

19.

Then click on SAVE button at the bottom right corner of the screen to save the tagging information.