While tagging files in GoldFynch, you can attach 'notes' to the tags and quick tags you assign to files. This allows you to provide additional context for why a tag is being applied, or convey any other relevant information to the file(s).
Enabling tag application notes for a tag
Tags do not collect notes by default. To enable note collection for a tag:
1. Go to the 'Tags' view by clicking on the button in the left panel
2. Click on the
... icon against the tag that you wish to enable the behavior for - this will let you change its properties
3. Check the
Yes, collect notes when this tag is applied. checkbox
4. (Optional) If you wish to make adding a note compulsory when a particular tag is added (e.g. PRIVILEGED,) check the
Require that a note be specified. Tag will not be applied if a note is not specified. checkbox.
5. Click on the
When a file is tagged with a tag that has a note attached to it, an icon is displayed alongside the tag's name, as seen in the image below for the 'Privileged,' 'Important,' and 'GoldFynch demo' tags
Assigning tag application notes
Tag application notes are assigned on an individual basis to files. That means that the same tag can potentially have different notes for each separate file it is attached to. However, it is also easy to apply tag application notes in bulk - just select multiple files when you are applying the tag.
Once you have enabled note collection for a tag, you can begin adding tag application notes to your files. There are many different screens across GoldFynch from which you can apply tags, and across each of them you will be given a prompt (as described below) when applying a note-collecting tag.
To assign the note:
1. Assign a tag that collects notes to a file or multiple files using any of the methods listed here
2. Enter the note that you wish to in the box that appears
3. Click on the
If you assign a tag that requires notes to a file, you will not be able to move beyond step 2 above until you enter a note; the
Continue button will be unclickable. You will be able to tell that the tag requires a note by the
When assigning multiple tags that require notes, you will be able to enter a separate note for each tag.
Viewing tag application notes
To view a tag note, just hover the mouse cursor over the tag and the note will be displayed in a window.
In the 'Docs' view, all tags notes attached to the tags of a file are listed in the right panel:
Tag Application Notes in Reports and Privilege Logs
In the Goldfynch reporting system when creating a report you can choose to include tag application notes of all tags or only of privileged tags. A privilege log can be generated from the reports system if you choose to only include tag application notes of privileged tags.
The format of the tag notes field in the report will be
[Tag 1 Name]:
[Tag note 1];
[Tag 2 Name]:
[Tag note 2].