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 list of your tag categories and the tags within them. You can select the appropriate tags for that piece of content, adding or removing them as desired.
Assigning these tags to your content serves multiple purposes:
It helps the response engine know which content is within the scope for a given project. 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
Make your way to the Categories & Tags page.
Select the Category you want to create your tag in.
Click on the Add Tag button.
Enter your new tag's name.
Confirm by clicking Add Tag.
Bulk Tagging Content
Select the pieces of content you want to update
Click on the Add Tags dropdown
Select the Tag Category you want to add tags from
Choose the tags you want to add
Click either Replace or Add
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
Replace: Overwrites all tags on the items for the selected tag category, replacing them with your chosen tags
Bonus Tip
You can remove all the tags for a particular category by not selecting any tags and clicking Replace.
Managing Categories & Tags
❗Only 'Content Managers' can modify tag categories
We recommend keeping the number of categories to a minimum since the response engine does use them to determine whether content is in the immediate scope, extended scope or out of scope for a particular project.
If you're unsure how to organise your categories contact support. We are more than happy to help out.
Adding new tag categories can be done within the Categories & Tags tab within the Content Management page.
Adding a new category
Renaming a category
Deleting a category
Hierarchical Tags (Advanced)
Sometimes a flat tag structure doesn't fit your needs. A hierarchical tag approach helps group tags within categories.
For example - You sell multiple products, the issue is that you have content that is meant for Product A, you have content meant for Product B and you also have content that is product agnostic.
Below is a tag hierarchy that could suit this situation.
Creating "Sub Tags"
Moving Tags
