When a file is 'tagged' with metadata – when metadata is added to the file – that data will remain embedded in the original file until it is actively removed.
1. Select the file you want to tag.
2. Click Edit in the right-hand sidebar.
The console will open.
3. Add metadata to the file (tag the file) by writing in the available fields or by selecting predefined keywords or values for each of the fields.
The fields you can edit on a file are determined by the metadata catalog of the folder or space in which the file is located.
Fields are organized into panels.
Click once in a keyword field to open a list of controlled keyword tags that have been preset for this field.
If there is no controlled keyword list, add new keywords by entering words or phrases in the keyword field. Press Return on your keyboard to embed each keyword in the file.
See our tips to Choose strong keywords.
A date, after which the file cannot be used
For more metadata fields explained, see About: Metadata fields.
4. Click Save.
5. Click Back in the top left-hand corner of the console to close the console.
Why can’t I tag a file? If, when you select a file, no Edit button appears in the right-hand sidebar, you may not have permission to edit this file.
Look at the viewing pane banner of the folder or space in which you are working with this file. If you have Edit permission for the file, you can add to and change its metadata.
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