Nucleus allows you to associate tags with documents to allow for easy searching of files and organisation. You can then use the search bar using these tags to find your documents rather than having to drill down into your folders to locate them.
To add a tag to a document, first locate the desired file and select it by single clicking on it. In this example, we're going to add tags to Study Monitoring Report.docx which is located five folders down in the Documents section as indicated in red below:
Clicking on the file will make the Interaction Bar appear with multiple options available to choose from. Click the Edit Tags button
This will make a text box appear under the file. Here you can start typing your tags. Hit enter after each tag to save it and enter a new one
How to check what tags are assigned to what file
There are multiple ways to view tags on a file within Nucleus. First, you can simply hover your mouse over the file:
Secondly, you can single click on the file and click the Edit Tags button in the Interaction Bar. This will also allow you to remove or add tags
Next, you can single-click the file and then press the View Details button in the Interaction Bar. This will allow you to see more details about the file which includes the document tags, the button is highlighted in red below:
To remove a tag for an item, you need to follow one of the 3 methods above to view tags on an item. Once you have made the tags visible, you need to click the X at the end of the tag as shown below
Once you have added tags, these become searchable items within Nucleus at the top level, which can save you time going into folders to locate particular files you want to perform actions against. In our example above, we added the 'UK Monitors' tag to the Study Monitoring Report.docx document. You can apply specific tags in the search filter to further refine the search results:
Searching for this term brings up any document that has been tagged with the term, as you can see in the above image, this tag has been applied to Study Monitoring Outcomes.docx and Study Monitoring Log.docx previously.