Document tags are a great way to categorize your documents in FoodLogiQ and dynamically share these documents with members of your organization and supply chain.
Document tags are especially useful if there are members of your organization that are not FoodLogiQ users, but need to view certain documents. For example, you could tag any contract documents with a “Legal” tag and share them with your company’s legal team.
Another benefit of document tagging is that it allows suppliers or Community Owners the ability to organize documents based on tags. The tags than can be used for reporting!
Tagging Documents
1. Click Documents in the left-hand navigation. Documents can either be added from the list view or within the individual document record.
2a. From the Document Record: Click the Tags icon in the top right corner of the document record to add an existing tag or create a new tag.
2b. From the Document list view: Click the bulk check boxes on the left side of the list view, within the bulk actions bar, select the Tags icon to add an existing tag or create a new tag.
Managing Tags
1. Click Documents in the left-hand navigation.
2. Click the Tags icon in the top right corner of the list view. This will open the manage tags screen.
3. Click the pencil icon to edit the tag or the trash can icon to delete the tag.
NOTE: Deleting the tag will also remove it from assigned documents.
Sharing Tagged Documents
1. Click Documents in the left-hand navigation, then click the Tags icon in the top right corner of the list view to open the manage tags screen.
2. Click the pencil icon to edit the tag and share with an email address. This will send a notification similar to the one below:
3. Click the link within the email notification will bring the recipient to a view of the documents with that shared tag. This will allow others to view certain FoodLogiQ documents within being a FoodLogiQ user.