Manual Tags v2.5

Manual Tagging Overview

Tags are metadata attached to files or folders, adding business context. They make your data easier to organize, find, and manage, and can also trigger automated data curation actions such as archiving or deletion.

This chapter covers manual tagging. System Administrators can also configure AutoTags, which apply policy-driven tags automatically—usually for data hygiene or lifecycle management.

✏️ Your login permissions determine whether you can apply or edit tags.

CALLOUT	DESCRIPTION
A	Select item(s) first: Select one or more files or folders before adding or removing tags—if nothing is selected, the Tag button stays disabled.
B	Tag button: Opens a drop-down list of all available tagging actions—at least one item needs to be selected for this button to activate.
C	Tag selection: Lists all tags configured in your system. Only administrators can create or edit this list.
D	Remove all tags: Removes all tags from the selected items. ⚠️ IMPORTANT! This action cannot be undone.
E	Add new (admin-only): Creates a new tag without having to open the DiskoverAdmin module. The following format needs to be respected: tag name|#hexcolor → move to AWS|#9929C3.
F	Apply tags to: Allows you to apply the same tag(s) from a selected folder to its files/subfolders, either non-recursively or recursively. This option only appears when you’re tagging a folder that already has at least one tag. All results (all pages): Applies tags to everything in your current results, but not recursively. Selected folders: Subdirs (non-recursive): Tag only the immediate subfolders. Files (non-recursive): Tag only the files directly inside the selected folder. All (non-recursive): Tag both files and subfolders inside the folder, but not anything deeper. Subdirs (recursive): Tag all subfolders, including every level below. Files (recursive): Tag all files inside the folder and all its subfolders. All (recursive): Tag everything — all files and folders at every level.
G	Tags column: Shows which tags have been applied to each file or folder. If you don’t see this column, you can unhide it in your settings.
H	Edit Tags: An admin account is required to edit the current tags and selecting that option will automatically open a new DiskoverAdmin tab where you can edit/delete/add a tag name and color.

How to Apply Tags

Single Tag Application

✏️ A file or directory can have multiple tags.

1. Select the item(s) you want to tag.

2. Open the Tag menu and choose the tag you want to apply.

Non-Recursive and Recursive Tag Application

✏️ If a directory has multiple tags, the action will propagate all its tags during a recursive or non-recursive application. See F in the Manual Tagging Overview section for more details.

1. If not already done, open the Tag menu and choose a tag to apply to the selected folder(s)—you need to tag the main folder first in order to tag recursively or non-recursively.

2. Reselect the same folder(s).

3. Open the Tag menu → Apply tags to → Selected folders → select your preferred recursively or non-recursively option.

How to Remove Tags

✏️ Removing tags follows the same logic as applying them—just in reverse.

Single Tag Removal

1. Select the item(s).

2. Open the Tag menu.

3. Select the tag you want to remove, or choose Remove all tags if the item has only one tag.

Multiple Tags Removal

1. Select the item(s).

2. Open the Tag menu.

3. Select Remove all tags

Recursive and Non-Recursive Tags Removal

1. Select the folder(s).

2. Remove the tag(s) from that directory first (using the steps above).

3. Reselect the same directory.

4. Open the Tag menu → Apply tags to → Selected folders → select your preferred recursive or non-recursive option.

Tags Report

You can find the details under Analytics → Tags.

How to Search on Tags

There are several ways to find items based on their tags:

• Use Filters to narrow results by tag.

• Use the tag Field Name in the search bar; for example: tags:delete .

• Type # in the search bar to show a list of all available Tags. Clicking one opens its results in the search page—it does not open the Analytics view.