Link Documents To a Tag

Linking a document to a tag creates a Meridian Enterprise reference between the selected tag and the selected documents in the vault. The reference is made with the TagObjectReference 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.

To link documents to a tag:

1. Select the tag to which you want to link documents.
2. View the documents that are currently linked to the tag as described in View Linked Documents. Confirm that the documents that you want to link are not already linked.

3. Click Find Documents. The Find Documents dialog box appears.

   The dialog box contains two sections. You use the top section to search for documents to link to the current tag. The bottom section shows all of the documents that match the search criteria and that are not yet linked to the current tag.

4. Type or select search criteria and click Find. Any matching documents appear in the bottom section.

   To refine your search, type or select search criteria and click Find Now.

   Only the first page of documents is shown. To view more documents, use the page controls at the bottom of the search results list.

5. Select the documents in the bottom section of the dialog box that you want to link to the current tag and click Link. The documents are removed from the bottom section of the dialog box .

   Note:

   Select the checkbox in the header row to add or remove all of the found documents 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 while in edit mode.

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

To link documents to a tag:

1. Select the tag in PowerUser to which you want to link documents. For information on finding tags, see Search For Tags.
2. Click the Where Used tab. The Where Used property page lists the documents that are already linked to the selected tag. Confirm that the documents that you want to link are not already linked.

3. Click Manage Links. The Manage Tag Links dialog box appears similar to the following figure.

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

4. Type search criteria in the top section of the dialog box. 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.and click Find.

   Any matching documents appear in the middle section.

5. Select the documents in the middle section of the dialog that you want to link to the selected tag and click Link. The documents are moved to the bottom section of the dialog.

   Note:

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

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