To streamline the process of applying tags to documents, users can associate tag templates with specific folders in their contract repository so that they are automatically applied when files are uploaded.
You can quickly see which folders already have assigned templates by checking under the Templates column in the folder list. Any AI-applied templates display an AI icon next to the name for reference. This article covers how to assign tag templates to existing folders and while creating new folders.
IMPORTANT:
- The folder template setting covered in this article is not turned on by default. Please contact [email protected] or your representive for help.
- When this setting is enabled, auto-tagging only occurs on uploaded files if a tag template is assigned at the primary folder level. If a subfolder is added, the documents in the subfolder will not be auto-tagged.
- Template changes are only applied to new or reprocessed files; changing the template will not automatically reprocess auto-tagging for existing files.
Assigning Templates to Existing Folders
1. Find the folder in the list view.
2. Click the ... (more) option under the Actions column and select Assign Template (or Change Template if a template is already assigned).
3. Choose one of the templates displayed in the preview list OR click See All Templates to select an option from the full list.
4. Click Save.
If template selected from preview list:
If selecting template from "See All Templates" modal:
Assigning Templates to New Folders
REMINDER: For auto-tagging to occur on uploaded files, you must assign a tag template to the folder. This only applies when the folder template setting is enabled.
1. Click New Folder in the top-right corner.
2. Type in the name of the folder and press enter/return on your keyboard.
3. Choose a tag template from the dropdown list.
4. Add remaining folders and assign templates, if applicable.
5. Click Create Folder(s) in the bottom-right corner.
