Create and manage tags | idgard®

Create and manage tags

Create and manage tags

You create all the tags you need in the tags management. You can find the tags management in the preferences in the sidebar on the left. You can assign labels to the boxes in your Boxes overview to categorize them. You can assign multiple labels to a box.   The labels are only visible for yourself, not for other users of your idgard® account.  



Proceed as follows:
  1. Open the "Preferences" in the sidebar on the left.
  2. Open the "Tags" tab.
  3. Give the tags a name.
  4.   Assign a color to the tags.
  5. Finish the process with "Create tag". 

  You have now created a tag. It now appears in the upper area as your personal tag.  

If you want to change your tag, proceed as follows:

  1. Open the "Preferences" in the sidebar on the left.
  2. Open the "Tags" tab.
  3. Click on the tag you want to change.
  4. Assign a new name to it.
  5. Complete the change by clicking "Save".


This article did not answer your question?

We are happy to help you! Just send us a message with your questions and we will get back to you as soon as possible.  



     Create ticket




Disclaimer
The content of this online help is intended solely for information and documentation purposes for our product idgard® and can be changed at any time without prior notice. We assume no responsibility or liability for errors or inaccuracies. Due to technical developments, uniscon GmbH reserves the right to change the functional scope of the product at any time.

(C) uniscon GmbH



    • Recent Articles

    • Delete multiple users at the same time

      In the user administration, you can delete multiple user accounts at the same time using batch actions. Which users you can delete depends on your own permissions and on the permissions of the users whose user accounts you would like to delete. To ...
    • Change the user status for multiple users at the same time

      In the user administration, you can deactivate multiple activated user accounts or reactivate multiple deactivated user accounts at the same time. Regardless of which users you select, the batch options are only performed for those users for whom ...
    • Manage permissions for multiple users at the same time

      In the user administration, you can change permissions for multiple users at the same time. Which permissions you can grant or modify depends on your own permissions and on the permissions of the users whose user accounts you would like to edit. To ...
    • Modify user groups and notifications

      You can assign multiple users to the same user groups in the user administration. You can also edit the notification settings for multiple users at the same time. To assign multiple users to the same user groups at the same time, proceed as follows: ...
    • Batch actions

      You can perform actions for multiple users at the same time in the user administration. When you select one or multiple users in the user overview, the available batch options are displayed in the top bar. The user overview, filter, and search field ...
    • Related Articles

    • Create and manage keywords

      Create and manage keywords You can assign keywords to the folders in your box and thus categorize them. You can assign several keywords to one folder. Keywords can be seen by every member of the box. You create all the keywords you need in the ...
    • Deleting tags

      Deleting tags If you have created tags, you can also delete them again. Only you can see your tags and only you can delete them. If you want to delete a tag, open the tag management menu by clicking on Preferences, on the left side menu. Proceed as ...
    • Manage user groups

      Users can be combined in user groups, where all group members share the same permissions. Newly created users as well as existing users can be assigned to these user groups. The Manage user groups function offers the following options: ● Create user ...
    • Assign tags to a Box

      Assign tags to a Box To arrange Boxes, assign tags to them. Your tags can only be seen by you. Before you can assign one or more tags to a Box, they must be created in the Preferences menu. Proceed as follows: ​Open your Box Open the 3-dot menu in ...
    • Manage user accounts

      In the user administration, you can modify users’ data and adjust their user account settings. You have the following options: ● Change general user data ● Change permissions Which permissions you can grant or modify depends on your own permissions ...
    • Popular Articles

    • Uploading files

      Uploading files You can upload one or more files up to a size of 5 GB. For a fee, we can increase the size limit of 5 GB for you. You can only upload files with the "Write" permission. There are two methods with which you can upload files to a box. ...
    • Folder upload - behaviors and limitations

      Unsupported characters in file names will be replaced by an underscore during the upload process, this applies to these characters: *, /, \, ?, :, <, >, ^, ", &, | Example: M&A_Overview.xlsx will be renamed to: M_A_Overview.xlsx File names that ...
    • View box activities in the journal

      In data rooms and depending on the setting, certain activities can be registered in a journal. You can view the data room journal if you have the permission to do so. To view box activities in the journal: 1. Open the data room the journal of which ...
    • Welcome to the idgard® online help

      Welcome to the idgard® online help This online help is the main source of information for learning and working with idgard®. Click on one of the following links to obtain further information about idgard®. To use the online help: Search article Enter ...
    • Isn't encryption on the device the best bet for a safe cloud?

      Isn't encryption on the device the best bet for a safe cloud? The term „cloud computing“ encompasses two aspects: Data storage in a cloud for one’s self, excluding multiple or third-party access. Data processing or storage of information in a cloud, ...