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Add Tags Manually

PoolParty for SharePoint allows you to use concepts from a PoolParty taxonomy displayed directly in the SharePoint interface to manually tag documents in document libraries or lists. Manual tagging can be used on its own or in combination with auto-tagging.

  1. Navigate to the Manage tag dialog box. For more information on how to get there, refer to Display All Tags. If the content has been tagged with multiple taxonomies or concept schemes, make sure to select the connection you want to use for manual tagging.

  2. Use the search or the tree view of the connected PoolParty taxonomy or concept scheme to find the concept you want to use as a tag. The search includes matching based on synonyms.

    Note

    The concepts marked in bold have already been used as tags.

  3. Select the concept.

    The concept has been added to the tags. Manually added tags are marked in orange.

    Tip

    You can remove the tags you have added manually. For more information, refer to Delete Tags.

  4. Confirm your changes with Save.

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