Tagging on Syncplicity web application

In Syncplicity, as an end-user, you can assign tags and add 'context' to your files and folders. By using Tags as a visual indicator, you can easily identify your content (files and folders) and further share it internally or externally.

Use case

Sam works in a company that has external partners and, on a regular basis, shares files and folders with these external partners. Currently, with the Syncplicity Tagging feature, Sam can add a tag for 'Partner1’ to folder ‘A’. As a result, Sam can differentiate folder ‘A’ from the other folders, which has data corresponding to another partner. In turn, this increases Sam’s productivity, since he no longer has to navigate into (or open) folder ‘A’.  This behavior extends to similar instances when Sam shares files internally or externally.

If Search and Tagging is enabled, Sam can filter his search results based on tags and conveniently find his relevant files and folders.

IMPORTANT:  If you are interested in enabling the Tagging feature, contact support@syncplicity.com.

Rules of use

  • This feature must be enabled by your company admin.  If you are an admin, and you want to enable this feature, refer to Custom metadata (tagging).
  • Once a tag is added, it is visible to anyone who has access to the file or folder.
  • Tag actions display in the Activity Feed.
  • File and folder audit reports capture events related to tag creation/removal.
  • A Reader can only view tags; an Editor can add new tags or remove existing tags.

  • Tags cannot be created for folders that are shared from a company where tagging is disabled.
  • When adding a tag:
    • Tags can only be modified at the time of creation
    • The tag is inherited when the file is modified 
    • Tags are case-insensitive and can be Chars (UTF-8)
    • Maximum of 10 tags per file
    • Maximum of 10 tags per folder
    • Maximum of 20 characters per tag
    • A notification is displayed if you attempt to add a tag that already exists for the file or folder

Add or edit a tag

To add or edit a tag:

  1. Right click on the file or folder, or select the option from the toolbar. 
    TIP: If you have Reader permissions on a file or folder you cannot apply a tag.

  2. You are presented with the option to add or edit tags. Enter the name of the tag then select Enter. If needed, enter additional tags.
  3. Select Save. The name of the tags display under the file or folder name.


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Remove a tag

To remove a tag, select the X next to the tag. The tag is removed from the list.


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Filter searches based on tags 

You can search for content based on the tags. For details see Search on web.

Autocomplete

When you begin to type a tag's name, the matching tags (up to 10) display in the drop-down list, for example:



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