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Applying Keywords and Other Tags to Documents on Mobile

Angie Stockton
  • Updated

User Personas: Project Management | Field

Document tags, such as Keywords, Location Tags, and Drawings Tags, are a helpful and easy way to tag documents and bring attention to or add context to the content of the document.

To perform the actions described in this article, a user must have been granted the General Permissions - Create and Edit permissions for the respective document type.

Use the links below to quickly jump to a topic:

 

Applying Keywords to Documents

Keywords are configurable tags that can be added to Daily Reports and Field Notes to allow for quicker response to issues or setbacks on the job site, and for project-level reporting. Every organization comes with preloaded Keywords, but Keywords may be added, modified, or removed depending on your unique business needs.

To learn more about using Keywords, see the Strategic Use of Keywords article.

 

Create a Keyword

Keywords can be created by an admin under Company Settings.

See the Keyword Setup article for more guidance.

 

Apply a Keyword to a Document

While creating or editing the Daily Report or Field Note:

  1. Select the Keywords field and select any desired Keywords, then select the checkmark when finished adding Keywords
Example of applying tags to a document on mobile
Apply_tags_on_Mobile_AdobeExpress(1).gif

 

Remove a Keyword from a Document

While creating or editing the Daily Report or Field Note:

  1. Select the Keywords field and deselect any desired Keywords, then select the checkmark when finished removing Keywords

 

Applying Tags to Documents

Some documents have a tagging feature that lets users add tags to documents on the fly. Document tags are created and managed project-by-project, for a dynamic tags list that grows as more tags are created on the project. The currently available types of document tags are Location Tags (for Field Notes), and Drawings Tags (on Sheets).

 

Create a Tag

Every new project starts with an empty tags list. New tags must be created and saved to the document in order to grow the tags list for that project.

While creating or editing a document:

  1. Select the Tag field, enter the new tag name, then select the checkbox next to the new tag to apply it
  2. Select the checkmark when finished adding tags
    • Save the document with the new tag applied to it in order for the new tag to become part of the tags list moving forward
Example of creating a Location Tag on mobile

Create_location_tag_on_Mobile_AdobeExpress(1).gif

 

Apply a Tag to a Document

While creating or editing a document:

  1. Select the Tag field and select any desired tags , then select the checkmark when finished adding tags

 

Remove a Tag from a Document

While creating or editing a document:

  1. Select the Tag field and deselect any desired tags , then select the checkmark when finished removing tags

 

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