Case Manager Tags¶
Table of Contents
Case managers have different actions they can do with tags in the manage interface. Tags can be found underneath the Process menu item within the manage interface. In this page you can do the following things:
Add tags
Delete tags
Export (selected) tags
Upload a CSV file to tag documents by CSV
Tags¶
Adding tags is easy. Just enter a tag name in the input field and click on create. The tag will show up in the list underneath (see image below for an example).
You can also move tags around by clicking on the tag and dragging it to a different place. This will change the order of tags. It’s also possible to have nested tags. To do this, click a tag, drag it on top and a bit to the right of another tag. You will see a preview of the tags placement whenever moving tags around.
Caution
Keep in mind that changing the order of tags when you already have tagged documents in your case, will give some problems with the already tagged documents.
To delete a tag, click on the ‘X’ to the right of the tag. This will delete the tag from the list immediately.
There’s also a possibility to lock the tags. When you’re done creating tags and moving them around, it’s recommended to lock the tags, as this will ensure their placement. This way, when you (or another case manager) comes to the overview, you don’t drag any tags by accident.
Important
If GDPR is enabled on your case, some standard tags will show up for you to use. You can delete these if you wish to do so.
Export¶
It’s also possible to export documents with specific tags. Just click on the tags you wish to export, this will highlight the items in the list. After you’ve selected your items, you can click on the ‘Export tags’ button to start the export.
Exporting might take a while, especially when you have a lot of tagged documents. After exporting is done you can click on the download icons to download the file(s).
Tag by CSV¶
With INDICA it’s also possible to tag documents by CSV. The CSV file should contain a header row and at least two columns. After you’ve chosen your file, click on the ‘Run Job’ button to start the process.
