Module "Section tags"

May 14, 2021|Anastasiia Bahynska

1Configuration

Section tags can be defined as a specific marker type used in SMASHDOCs for the selective highlighting of information. Thus, tagged sections create the guidelines for searching specific data in the document later on.

Section tag types and fields per type can be configured individually for each system depending on their needs and preferences. It can also be configured individually whether a specific section tag type can be assigned multiple times or only once per section.

A section tag can be assigned to text, images, formulas and table sections. With the section tags, a user can tag any section regardless of its type e.g. simple text section, text section with a web link, an image with a limitless number of section tags per one section. Additionally, the section can be tagged with different types of tags, whereas every tag type can have any number of tag-type specific fields:

text fields

dropdowns

weblink-fields

checkboxes

radio buttons

etc.

Besides, the section tags can be exported and/or imported in sdox file.

2Editing and Display

To create a new section tag, a user should have a role of editor or approver. Right-click on the section and select the option "Section tag" in order to create a new section tag.

Dropdown menu with the option for creating a section tag highlighted

For example, section tag "Status" helps to mark tasks as still in to do, in progress, in review or already done. 

Creating of the section tag highlighted

All of the section tags in the group "Status" are additionally marked with respective colours as green for "done". This allows a user to distinguish right away which tasks/parts in the document are already finished and which are still pending.

Tag-type "Done" highlighted in the text

Let`s also have a closer look at our section tag "Priority". It includes three levels of prioritization when pointing out of primary issues is needed e.g. in legal contracts, agreements, directives etc.

Section tag type "Priority" highlighted

Right-click on any type of section tag and several options will be provided in the drop-down menu, including:

Editing the tag (changing the category inside the chosen tag)

"Edit section tag" highlighted

Deleting the tag

"Delete" option for a tag highlighted

Showing section tags list with the list of all tags used in the specific section.

"Section tags" highlighted

NB: To be able to insert, change or delete a tag, the user has to have the role "Editor" or "Approver".

As we've mentioned earlier, the section tags can be applied to the formulas in the same way.

Section tags for formula highlighted

A unique section tag can be added only once to the formula section.

3Directory for section tags

Using tags also enables an easy navigation in the document with the "Show directories" button. NB: This is possible only if the "Section Tags" module is enabled in the system.

To get an overview of all the different tags in the document, simply go to the panel from the left and click on the "Show directories". Then choose "Section tags" from the dropdown menu under the three dots icon.

"Show directories" and "Section tags" buttons highlighted

Here you can search in the list of section tags for a particular tag you need.

"Search in all section tags" highlighted

Click on an entry in the section tag directory and you'll be directed to the corresponding section in the document.

Selected section with the tag highlighted

The same look for the Table of contents you observe when adding a section tag for the formulas.

Section tags for the formula in ToC highlighted