Module "Section tags"
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
- radio buttons
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.
For example, section tag "Status" helps to mark tasks as still in to do, in progress, in review or already done.
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.
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.
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)
- Deleting the tag
- Showing section tags list with the list of all tags used in the specific section.
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.
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.
Here you can search in the list of section tags for a particular tag you need.
Click on an entry in the section tag directory and you'll be directed to the corresponding section in the document.
The same look for the Table of contents you observe when adding a section tag for the formulas.