Document tags are really the heart of your document management system as they define all of the 'extra' meta-data that will be stored against every document in the system. It is the meta-data in the document tags that gives us the power of searching, grouping and alternative views into the document repository.

1. Selections/Pick Lists (Optional) - Used in document tags where you need to restrict input to a known set of values. Note: the terms 'pick list' and 'selection' are synonymous.

Selections, or pick lists are defined in the selections table RocketDMS database:

Database table: selections

The pick lists may be automatically created out of other systems using simple SQL scripting.

A simple tool to edit these manually can be used by clicking the Selections/Pick Lists button.

2. Document Tags (Required) - Once you have configured any required pick lists you can set up your document tags.

Database table: tags

Example: In this example we will create a document tag called pass_to.This tag will present a selection of entries that can be used.

 In the Configuration program, select the Database tab, Selections button:

 You will see a simple data editor tool. Use the '+' button to add empty rows. Click in the row to edit contents. Use the '-' button to remove rows. Here we are editing the contents of the selections table in the database. You could also populate this table from other applications using standard SQL queries.

To create our pass_to selection create the highlighted entries below. the important thing to note here is the code column. All contain the same string 'pass_to' and this code will be used later to link this selection (pick list) to a particular document tag.

That is the selection (pick list) created. We will now link this to one of the document tags. Close this data editor window and return to the Database tab of the Configuration program and click the Document Tags button.

The same simple data editor will appear allowing you to edit the contents of the tags database table.Add a line (row) similar to this:

The important thing to note here is the selection column on the right. The code entered here must be the exact code string that you used in the selections table. In this case 'pass_to'.Leave the selection value blank if you don't require a pick list. The user will be given a simple free-form text entry instead.

 Done!

You have now created a document tag called 'pass_to'. When a user double-clicks on the pass_to document tag they will be presented with a pick list of the values that you have defined in the selections table.