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:
Click Find Tags. The Find Tags dialog box appears.
The dialog box 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.
Type or select search criteria and click Find. Any matching tags appear in the bottom section.
To refine your search, type or select search criteria and click Find Now.
Only the first page of tags is shown. To view more tags, use the page controls at the bottom of the search results list.
Select the tags in the bottom section of the dialog box that you want to link to the current document and click Link. The tags are removed from the bottom section of the dialog box.
Tip Click the icons 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. Also, clicking Close does not revoke the actions that you have taken.