View tagged documents

The Tagged Documents page displays recently viewed documents or user-tagged documents in the content frame.

Before you begin

Role required: none

About this task

An administrator can configure the fields that appear on the tagged document cards by configuring the mobile view of the task, for example, the mobile view of the Incident form. If there is not a mobile view available for the page, the record reverts to the default view. For more information, see Create and delete views.

Procedure

  1. Navigate to Self-Service > My Tagged Documents.
    Alternatively, in UI15 you can click Tagged Documents in the Edge.
    The sidebar displays all tags that you have access to. A preview area displays tagged documents.
    My tagged documents
  2. (Optional) Click Show Global Tags to display global tags.
  3. Perform one of the following actions:
    OptionDescription
    Display most recently viewed documents Click Most Recent in the sidebar.
    Display documents associated with a tag Click the tag name in the sidebar.
    Remove a tag from a record Click the x in the corner of the document preview.
    Open the form for a tagged document Click the title of the document preview.