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Documentation for the application → Scopevisio Documents DMS → The interface - DMS → The data grid - your central document view → Keywords

Updated over a month ago

Overview

Keywords help you to categorise documents and find them again more quickly. You can assign any number of keywords per document.

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Adding a keyword

How to assign a keyword to a document:

Step 1: Select document

Select the desired document with a click.

Step 2: Open the keywords area

Click on the "Keywords" tab.

Step 3: Create a new keyword

  1. Click on the plus symbol

  2. Enter the desired keyword

  3. Confirm your entry

Alternative: Use an existing keyword

If you have already used keywords in other documents:

  1. Open the drop-down menu

  2. Select an existing keyword from the list

  3. The keyword is added automatically

Advantage: You avoid typing errors and ensure standardised spelling.


Remove keyword

To remove a keyword from a document:

  1. Open the "Keywords" tab of the document

  2. Click on the X symbol to the right of the keyword

  3. The keyword is removed immediately


Advantages of keywords

  • You can group documents thematically

  • You can find documents more quickly using the search function

  • You can filter by keywords

  • You can assign multiple keywords per document

  • Keywords work independently of collections and folders


Tip: Use consistent keywords for recurring topics. Use the drop-down menu to select previously used keywords and ensure a consistent structure.

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