Skip to content

Defining Document Tags

Document tags mark documents at a specific point in time, capturing their version state for future reference.

What Are Document Tags?

Tags are markers that record the state of a document at a particular moment. When you tag a document:

  • The current version is marked
  • A timestamp is recorded
  • You can later identify what the document looked like at that time

Version Snapshots

Tags act like version snapshots, allowing you to track document states across time—useful for releases, milestones, or audits.

Common Tag Uses

Tag Type Purpose
Release Mark documents for a product release
Approved Tag approved document versions
Milestone Mark project milestone documents
Audit Tag documents at audit checkpoints
Archive Mark versions before archiving

Managing Tags

Tags are defined by editing a configuration file on the server.

How to Create or Edit Tags

  1. Navigate to the infoRouter installation path Example: C:\infoRouter\config
  2. Open tagdefs.xml in a text editor (Notepad)
  3. Add or modify tag definitions
  4. Save the file
  5. Go to Control Panel → Flush Application Cache and Settings

Server Access Required

Modifying tag definitions requires access to the server file system. Only System Administrators should perform this task.

Applying Tags

After tags are defined, users can apply them to documents:

  1. Select one or more documents
  2. From the Tools menu, select Tag
  3. Choose the appropriate tag
  4. Confirm the operation

See Also