Linking tags to a document

Linking a tag to a document creates a Meridian Enterprise reference between the selected document and the selected tags in the vault. The reference is made with the TagObject Reference type. The reference becomes the link between document data in the vault and asset data in the maintenance management system that enables users of either system to view the data in the other system.

Tip    Linking tags to a document and linking documents to a tag as described in Linking documents to a tag accomplish the same thing. The only difference is the point of reference, a tag or a document. You can use either method depending on which is more convenient for you.

To link tags to a document:

1. Select the document to which you want to link tags. For information on finding documents, see the BlueCielo Meridian Enterprise User’s Guide.
2. View the tags that are currently linked to the document as described in Viewing linked tags. Confirm that the tags that you want to link are not already linked.
3. Click Edit. The page becomes editable.
4. Click Find Tags. The page shows the tag search fields similar to the following figure.

The page contains two sections. You use the top section to search for tags to link to the current document. The bottom section shows all of the tags that match the search criteria and that are not yet linked to the current document.

5. Type search criteria in the top section of the page and click Find. Any matching tags appear in the bottom section. Only the first 10 tags are shown. To view more tags, select a quantity from Page size or click Next.

6. Select the tags in the bottom section of the page that you want to link to the current document and click Link. The tags are removed from the bottom section of the page.

   Tip    Select the checkbox in the header row to add or remove all of the found tags from your selection.

   Note    The links are created immediately after clicking the button, not after clicking OK or Apply as is usual. Also, clicking Cancel does not revoke the actions that you have taken while in edit mode.

7. When you are finished linking tags, click OK or click View linked tags.