Tag individual or multiple (bulk) files

Custom tags in SalesHood are used to tag files and are created and managed by any coach or publisher.

The custom tags are associated to and correlate with the SalesHood/Salesforce Content Management app. By using the SalesHood/Salesforce Content Management app, the attributes and tags within SalesHood should match the fields and attributes within Salesforce.

To access the SalesHood/Salesforce Content Management app, please search and request for it on the Salesforce Appexchange or contact your SalesHood customer success manager, sales rep, or by contacting support@saleshood.com.

* SalesHood does not support free-form tags.

Files can be tagged using these three methods in SalesHood…

Method 1: As the file is uploaded into SalesHood

Step 1:  Upload the file into SalesHood.  After it’s uploaded, select the files individually or through multi-select.

Step 2:  To the right, there is a Custom Tag area.  This area shows all the tags that have been set up. (Please click here to learn how to create or edit custom tags).

Step 3: Hover over the attributes to see the [pencil] icons.  Click on them and select the values to tag the files.

Method 2: While viewing the file

Step 1: Select the file you want to tag within SalesHood.

Step 2: Select the Information tab on the right side.

Step 3: Underneath the Information tab is the Custom Tags section.

Step 4: Hover over the attributes to see the [pencil] icons.  Click on them and select the values to tag the files.

Method 3: Selecting the file in list view within a category/subcategory

Step 1: Navigate to the category or subcategory where the file resides in

Step 2: Click the Sort by icon to the top right of the page, then select List View

Step 3: Find the file then click on the checkbox to the far right.  (Please note: You can select multiple files to bulk tag.)

Step 4: The Tags icon is to the top left of the page.  Click on it to continue and the tags option should pop up

Step 5: Hover over the attributes to see the [pencil] icons. Click on them, then select the values to tag the files.

Was this article helpful?

Related Articles

Leave A Comment?

You must be logged in to post a comment.