Tag Settings

Available Settings

The tag settings screens allow the user to create, update, delete or modify information belonging to all of the tags available within a specific company. The current version of Alfred allows users to modify both the general information and metadata of tags.

To access the Tag Setting screens, the company's Cloud Settings must be completely set up.

Accessing the Screen

From any of the Dashboard, Jobs, Files or Reports screens, click on the dropdown menu displaying the name of the current user.

Afterwards, click on the companies button.

A screen with a list of all the companies linked to the user will show up. Afterwards the user must click on the blue Tag button.

Once the tag pop-up screen shows up, the user must click on the Metadata button. This will open the Metadata settings screen.

Tag Configuration

The tag configuration screen contains information that helps users define tags as an entity, it also allows the user to perform the following operations:

• Upload example images of documents belonging to this tag.

• Configure the validations that must be performed on documents belonging to this tag.

• Define the validation fields available for tag.

Metadata Configuration

The metadata configuration screen allows the user to create, modify or delete metadata fields for each specific tag.