Creating & Using Tags in Workspaces


Tags enable you to easily classify documents according to a wide range of desired criteria so that you can quickly and easily access specific resources in your Workspace.

 

*Specialists’ Tip:Workspace tags work similarly, but separately from Alerts Tags.

 

How to Use the Workspace Settings to Add a Tag
  1. At the top of the screen, click My Work History, and a set of choices will appear on a pull-down menu.
  2. Choose Workspaces on the pull-down menu.
  3. Once your list of Workspaces open to the right, select "Manage Your Workspaces" from the bottom of the list.
  4. Choose the Workspaces tab to see your list of workspaces.
  5. Select the Settings tab.
  6. In the Add Tags field, enter a tag name.
  7. Click Add.
  8. The tag is now available.
How to Add a Workspace Tag When Saving a Document to Workspace
  1. Load a document and click Add Document to Workspace.
  2. The Add to Workspace dialog appears.
  3. In the Search field, input the name of the new Tag.
  4. The Create New link appears.
  5. Click Create New   
  6. The tag appears in the tags list and is already selected.
  7. To view your workspace, from the top Bloomberg Law Menu, click Workspaces.
How to Apply Tags to Documents and Searches in a Workspace
  1. Open Workspace  from the top of the Bloomberg Law Menu.
  2. Check the documents you wish to tag
  3. Click Apply Tags. Notice that the Apply Tags link is inaccessible until a specific document is selected
  4. The Apply Tags dialog appears.
  5. Select a tag or Enter a new one.
  6. To Enter a new tag, In the Search field, input the name of the new Tag.
  7. The Create New link appears.
  8. Click Create New.
  9. The tag appears in the tags list and is already selected
  10. Click Apply. The tag is applied and also appears in the Tags filter options.  
    *You are also able to tag a document when you first add it to a particular workspace.