Add keywords to single diagrams, documents and storyboards

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Keywords can be associated with diagrams, documents and storyboards. Note that you must have write access to the content that you are adding keywords to.

 

 

Diagrams

 

To add keywords to a single diagram:

 

1.From the Search menu choose Add Keywords to Diagram.

2.To add a keyword, select the keyword from the list of available keywords and click Add Keyword .

 

Note: You can select multiple keywords by holding Ctrl when selecting the keywords. You can filter the keywords by choosing a keyword group from the group drop-down list. You can also search for keywords using the Keyword Search field. As you start typing the list will be automatically filtered, so you may not need to enter the full keyword.

 

To remove a keyword, select the associated keyword in the right-hand pane and click Remove Keyword .

 

To add keywords to a scope of diagrams:

 

See Keywords Advanced Wizard.

 

 

Documents

 

To add keywords to a single document:

 

1.From the Documents menu choose Document Registry.

2.Find the document that you want to add a keyword to.

3.Right-click the document and choose Details.

4.From the Search menu choose Add Keywords to Document.

5.Select the keyword from the list and click Add .

 

Note: You can select multiple keywords by holding Ctrl when selecting the keywords. You can filter the keywords by choosing a keyword group from the group drop-down list. You can also search for keywords using the Keyword Search field. As you start typing the list will be automatically filtered, so you may not need to enter the full keyword.

 

To remove a keyword, select the associated keyword in the right-hand pane and click Remove Keyword .

 

 

Automatically associating keywords when documents are registered

 

Keywords can be associated with specific category items so that when a file is registered and categorized in the Document Registry, any associated keywords will be automatically associated with the file.

 

1.From the Documents menu choose Document Registry.

2.From the File menu choose Administration and then choose a filter category.

3.From the File menu choose Properties.

4.Click the Keywords tab to select it.

5.Select the keyword from the list and click Add .

Note: You can select multiple keywords by holding Ctrl when selecting the keywords. To add all keywords click Add All .

 

To add keywords to a scope of documents:

 

See Keywords Advanced Wizard.

 

 

Storyboards

 

To assign keywords to a single storyboard:

 

Keywords can be associated with storyboards, allowing users to search for storyboards in the web server with respect to specific keywords.

 

Note: Only administrators and process authors with write access can associate keywords with storyboards.

 

1.From the Tools menu choose Storyboards.

2.Select the storyboard and from the Edit menu choose Edit.

3.From the Search menu choose Add Keywords to Storyboard.

4.Select the keyword from the list and click Add .

 

Note: You can select multiple keywords by holding Ctrl when selecting the keywords. You can filter the keywords by choosing a keyword group from the group drop-down list. You can also search for keywords using the Keyword Search field. As you start typing the list will be automatically filtered, so you may not need to enter the full keyword.

 

To remove a keyword, select the associated keyword in the right-hand pane and click Remove Keyword .