Tagging Records
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Conduct a search to locate the records you wish to tag.
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If you only wish to tag a subset of the returned records use the steps outlined in Selecting records to tag to select the specific records.
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Select the type of tag you wish to add to the records (Public or Secret). Public is selected by default.
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Enter a word or phrase for the tag.
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Click the
'+ Add Tag'button. The tag will be assigned to the records.-
Adding a tag to 50+ records can take up to 5 minutes as all the tagged records need to be re-indexed.
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As explained in the Search for records section of this document, all records you have access to will be returned in the default search. Adding a tag with the default search loaded will add the tag to all records.
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