Right-Click Options in the Document Viewer Tag Pane

Add a Tag to a Tag Group

In the Enterprise Document Viewer, you can simply and quickly add a new tag to a particular tag group by doing the following:

  1. In Enterprise, click a case card.

  2. Click the Enter Case button.

    The Visual Search dashboard appears.

  3. In the Search Results panel at the top right of the dashboard, click a link to a document in the BEGDOC column. The Document Viewer appears.
  4. In the tag pane to the right, right-click a tag group in which you want to add a tag name.
  5. Click Add Tag, type the tag name, and click Save.

Rename a Tag

In the Enterprise Document Viewer, you can simply and quickly rename a tag by doing the following:

  1. Follow steps 1 through 3 in Add a Tag to a Tag Group.
  2. In the tag pane, right-click a tag that you want to rename.
  3. Click Rename Tag, type the tag name, and click Save.