Tags

Tags in Vouch help group similar objects like Requests, Videos and Documents making them easier to find through search and filtering

The following guide outlines how to manage tags at an account level, as well at a request, video or playlist object level.

Manage Tags

Tags across your Vouch account can be managed within the tags management page within your Organization settings. From here you can add new tags, see which objects a tag is associated with and choose to update, merge or delete current tags.

Add a Tag

To create a new tag, simply click on the create tag button at the top right hand corner of the tag management screen.

This will load the create tag modal where you can give the tag a name and description. Name is the only required field.

Once you have added the tag name, you can press create tag to add it to your account.

Remove Tags

To remove tags from your account, go to the tags management page within your Organization settings. This will load up all the Tags within your account.

To delete a tag, simply click on the overflow menu on the right hand side and click on the delete tag option from the menu.

Once clicked, you will be presented with a modal to confirm your choice. The tag will be removed from all objects it was previously associated with.

Merge Tags

To merge tags within your account, go to the tags management page within your Organization settings. This will load up all the Tags within your account.

Select two or more tags to merge, then click merge tags from the batch action menu that appears.

From the merge tag modal, you can select which two or more tags you wish to merge and what name you would like the new merged tag to be.

Tagging objects

Tags are able to be added to any Request and Assets (including videos and documents) within your account. To see the respective tags associated with an object, as well add or remove them, simply go to the overview page of the particular object.

Update tags on requests

You can manage tags for any request directly from its overview tab. Simply open the request you wish to edit, and you will find the tagging section. From there, you have the ability to view all associated tags, add new ones, or remove them as needed.

Update tags on assets

You can manage tags for any asset, including videos and documents, directly from its overview tab. Simply open the asset you wish to edit, and you will find the tagging section. From there, you have the ability to view all associated tags, add new ones, or remove them as needed.

Batch update tags with assets

To batch add or remove tags with assets in your account, go to your library and select the assets you wish to update.

From the batch action menu that will appear, click on update tags. This will load the update tags model where you can batch add or remove tags with the selected assets.