Keywords

Keywords allow you to tag an item with specific terms. Once the items are tagged, you can use the search feature to locate these items based on the keywords that are associated with them.

Administrators must set up the following before users can assign keywords:

  • Create the keywords - This is done at the enterprise level.
  • Enable the keywords - By default, a user can apply a keyword only if it has been enabled by the administrator in that area. For example, if users should be able to assign a keyword to any document within an enterprise, enable the keyword at the enterprise level (keywords enabled at the enterprise level can be applied to any item / document). If users should only be able to apply a keyword in a specific project, only enable that keyword within that specific project. A user can also select the Display All Keywords check box when uploading a new item / document, so that all keywords are displayed