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 Manage Links. The Manage Document Links dialog box appears.

   The dialog contains three sections. You use the top section to search for tags to link. The middle section shows all of the tags that match the search criteria and that are not yet linked to the selected document. The bottom section shows the currently linked tags.

4. Type search criteria in the top section of the dialog. If an Enable filtering checkbox is visible in the top section, you can select it to filter the results using criteria that have been configured by a system administrator. This can be helpful to exclude non-relevant documents. Click Find.

   Any matching tags appear in the middle section. Only the first 250 tags are shown. To view more tags, click Next.

5. Select the tags in the middle section of the dialog that you want to link to the selected document and click Create Links. The tags are moved to the bottom section of the dialog.

   Tip    Press and hold the Ctrl key while clicking to add or remove tags from your selection. Press and hold the Shift key while clicking to select consecutive tags.

6. When you are finished linking tags, click Close.