Add Tags to an Attachment

You can attach documents and create or select a tag to mark the attachment with more information on the Attachments page.

PREREQUISITES: The attachment must already exist. Permissions for creating, adding, or removing tags for work orders, inspections, and service requests must be added in Admin in Employee Relates > Relates. See Assign Permissions to Employees and Permission Fields in the Admin Guide for Trimble Unity Maintain and Trimble Unity Permit for more information. Users must have the User Tag permission for cases selected under the End User security role and Case User section in Admin. See Security Roles in the Admin Guide for Trimble Unity Maintain and Trimble Unity Permit for more information.

NOTE: There are slight differences between attachment panels and pages, depending on where you are accessing attachments.

1. Open the Attachments page or scroll to the Attachments panel.

TIP: You can filter the list of records displayed. See Filter Records for more information.

1. Select the attachment.
2. Click Edit.

3. If the tag does not exist, add the tag to the Create Tag field.
4. Click Save.

5. Select a tag from the Add Tag drop-down list. The tag appears at the bottom of the Edit Attachment panel.
6. To remove a tag, click the X next to the tag.
7. Click Save.