Overview
Assigning tags to your content is completely optional, and in most cases our AI search will be able to find the appropriate content without any categorization at all.
However, when you have certain content that you only want to be used for specific questionnaires or responses (i.e. content you only want to be used in certain geographies, or when answering a security questionnaire), tagging gives you an easy way to guarantee that content will only be used in that circumstance.
Tagging Content
In the left sidebar, click on “Content” to go to the Content Management screen.
Tags for a piece of content are displayed along the bottom row of the content's card. To update them, press the 'tag' button, which will display a set of multi-selects based on your organization's categories & tags. You can select the appropriate tags for that piece of content, adding or removing them as desired.
Once you are finished editing the content's tags, you can click the 'tick' icon to hide the tag categories.
Assigning these tags to your content serves multiple purposes:
It makes it easier to filter down what source content is used in future projects. For example you might receive questionnaires that only past responses for a particular product or geography are relevant to. By default, AutoRFP will scan through the entire content library, but choosing tags will help point the system in a particular direction or omit certain content from being scanned.
Tags allow you to assign a particular team as an owner for certain content and is responsible for keeping it up to date. For example the security team may be responsible for content under the “security” category. See our help guide on teams for more information on how you can configure this.
Create a new Tag
While viewing a tag category, to quickly add a tag to a category you can start typing in the tag box and you will be able to click the button below the search bar to create the tag.
Bulk Tagging Content
Modifying tags on multiple pieces of content at once can be done by selecting the content you'd like to modify and then clicking on the category you'd like to change.
A menu will pop up with the options of add, remove or replace:
Add: Appends the chosen tags to any item that doesn't already have them
Remove: Deletes the chosen tags from any item that has them
Replace: Overwrites all tags on the items for the selected tag category, replacing them with your chosen tags
Managing Categories & Tags
❗Only 'Content Managers' can modify tag categories
Adding new tag categories can be done within the Categories & Tags tab within the Content Management page.
Adding new categories can be done by clicking the 'New Category Name' input at the bottom of the page, choosing a category name, and then clicking add.
Removing categories can be done by clicking the 'delete' button to the far right of the category name.
Renaming categories can be done by clicking the category name, editing it, then clicking the save button.
Adding tags to categories can be done by filling in the 'tag name' input underneath the category name.
Editing / Removing tags can be done by clicking the menu icon to the right of the tag name.
