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Tagging Records

  1. Conduct a search to locate the records you wish to tag.
  2. If you only wish to tag a subset of the returned records use the steps outlined in Selecting records to tag to select the specific records.
  3. Select the type of tag you wish to add to the records (Public or Secret). Public is selected by default. 
  4. Enter a word or phrase for the tag.
  5. Click the '+ Add Tag' button. The tag will be assigned to the records. 

    • Adding a tag to 50+ records can take up to 5 minutes as all the tagged records need to be re-indexed.
    •  As explained in the Search for records section of this document, all records you have access to will be returned in the default search. Adding a tag with the default search loaded will add the tag to all records.

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