Tag Settings

Tagging improves the ability to search, filter, organize, and manage assets efficiently.

What are Tag Settings?

• Tag Settings is a configuration section that allows you to control how users assign tags to digital assets during the upload process.

• Tags are keywords or labels used to describe the content, topic, or intended use of an asset.

Purpose of Tag Settings

• Standardize tagging practices across the organization to ensure consistency.

• Enhance search accuracy by enabling structured tagging.

• Automate content classification by campaign, department, content type, etc.

• Prevent untagged or poorly tagged assets, which can hinder long-term asset management.

How to use Tag Settings?

⚠️ User Right Required: User must have the permission: “Is Client Admin - User can manage the Client Profile”.

🔹 Step 1: Navigate to Tag Settings

Go to: Client Profile → Settings tab → Tag Settings

🔹 Step 2: Number of Tags

• Set the minimum number of tags users must assign when uploading an asset.

• Options:

  • Set to 0 to allow uploads without any required tags.

  • Set to 1 or more to require at least that many tags per upload.

🔹 Step 3: Tag Categories

Group tags into organized categories to guide users in applying accurate and relevant tags.

1. Add or remove tags

• Enter the tag name in the field “Type Tag and hit Enter”

• To remove a tag, click the “x” icon next to it.

2. Arrange tag order

• Use the up (↑) and down (↓) arrows to move tags up or down according to your preferred order.

• The × icon deletes a tag; the ↔ icon may move tags between groups (depending on the UI).

3. Configuration options

• Is Required: If checked, users must choose at least one tag from this category before uploading.

• Include in Library Tag Filter Panel: If checked, the category appears in the asset library’s filter panel, helping users filter content by tag groups.

4. Display category in the Uploader when related categories are selected

In the section “Show category in Uploader when 1+ tags are selected in any of the following categories:”

• Select one or more related categories (e.g: Media assets).

• When uploading, if the user selects a tag from Media assets, the current category will automatically appear (expand) for further tag selection.

• Leave it empty → the category will always be displayed.

5. Require dependent tags from another category

In the section “Optionally require certain tags to be selected from the dependant category list”

• Select a dependent category (e.g: social media posts).

• If specific tags from this dependent list are chosen, the system may require the user to also select at least one tag from the current category.

• Leave it empty → the system will by default require at least one tag from any dependent category (if the rule is enabled).

The categories will appear as headings in "The Asset Tagging step" of the Uploader for all Users in the Account.

If you have any questions, don't hesitate to ask, we're always here to help!