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Adding, Editing, & Searching Tags on Raven Cloud

Updated

As a Raven Cloud user you are able to manually add tags to your documents to enhance your 'Advanced Searching' criteria! 

 

Adding Tags

Please follow the steps below to add tags to your documents: 

 

  1. Go to app.raven.com and login. 
  2. Find the document you are wanting to add tags to and click on the title of it to open the viewable page. 
  3. Click in the TAGS box and select a previously created tag from your list(drop-down menu) or type in a new one. 
    tag_box.png
  4. Once typed out hit enter and it will now appear in a bubble underneath the TAGS box. 
    tags.png
  5. Press Save to keep changes. 



 

Editing Tags

Please follow the steps below to edit tags that are applied to your document: 

 

  1. Go to app.raven.com and login. 
  2. Find the document you are wanting to edit the tags on and click on the title to open it. 
  3. Click on the tag underneath the tag box that you are wanting to edit. 
  4. In the pop up box you are now able to edit the tag name, change the color, or delete the tag. 
    edit_tag.png
  5. Once desired changes are made to your tags click Save. 


 

Searching Tags

Please follow the steps below to search for documents via tags on Raven Cloud: 

 

  1. Go to app.raven.com and login. 
  2. Click on Advanced Search at the top of the page next to the Search Box. 
    advanced_search.png
  3. On the drop down menu Select Tags for 'Search Field*', Equals(=) for 'Search Criteria*', & then [your tag name here] for 'Select Tag*'. 
    advanced_tags.png

    Tip:
    1. To search using more than on tag click the + symbol next to the Select Tag selection. Repeat Steps as needed.
    %2B_symbol.png
  4. Click on Run Search. 
  5. You will now be displayed the documents that contain the tags specified.


 

 

Please contact us with any questions by support@raven.com or call 1-800-713-9009

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