Skip to main content

Trigger Auto-tagging

You can trigger the auto-tagging of items in document libraries and lists from their actions menu. If you have already tagged these items manually or refined the automatically extracted tags, you can decided if you want to refresh the tags and preserve all the manual changes or reset the tags and tag the items anew.

  1. Go to the site contents page. For more information, refer to the Microsoft SharePoint documentation.

  2. Open the library or list.

  3. Select all the items you want to auto-tag.

  4. Click Show actions.

  5. Select Get tags.

    Trigger-Auto-tagging.png

    The Get tags dialog box opens.

  6. If you are tagging these items for the first time, select either Refresh tags or Reset all tags.

    If you have already tagged these items manually or refined the automatically extracted tags:

    1. Select Refresh tags to re-tag the content while preserving all previous manual changes.

    2. Select Reset all tags to re-tag the content while deleting all previous manual changes.

    A message informing you about the start of the tagging process opens. You can safely close the message. After a while, the tags meeting the requirements specified in the PoolParty for SharePoint Administration application appear in a dedicated column. For more information on how to display a full list of identified tags, refer to Display All Tags.

    For more information on how to manage the tags of an item, refer to Add Tags Manually, Refine Automatically Extracted Tags and Delete Tags.

    Tip

    If you select a tag, you will see a list of all items that have been assigned this tag.

    Note

    If you add an item to this document library or list at a later time, depending on the configuration made in the PoolParty for SharePoint Administration application, it will get auto-tagged automatically or you need to trigger the auto-tagging manually.