You can now add and remove tags across multiple records at once using the new Manage Tags feature.
Tags are labels you apply to records to organise them beyond the formal Record Category (referred to as Disposal Class in some regions). Use tags to group records by project, review status, team, or any label meaningful to your organisation without changing their classification.
What you can do
Add or remove tags in bulk. Select specific records in the grid or apply tags to all records matching your current search. Choose one or more tags from the Manage Tags popup, then click Add or Remove. The operation runs in the background, so you can continue working while it processes.
Create new tags on the fly. Click New in the Manage Tags popup to create a tag without leaving the workflow. Tags may contain letters, numbers, spaces, hyphens, colons, and underscores.
Apply tags to search results. Switch the item selection toggle to All Items to tag every record matching your current search criteria. This useful when you need to tag hundreds or thousands of records at once.
How to get started
Navigate to advanced search and select one or more records, or run a search to define the set you want to tag.
Click Manage Tags in the toolbar.
Select the tags you want to apply, then click Add or Remove.
Good to know
Every tag change is recorded as an auditable event against the affected records.
Records that already have the tags you are adding (or do not have the tags you are removing) are skipped automatically.
Bulk tagging runs in the background. Large operations may take some time to complete.
To use this feature you need the Application Administrator or Records Manager role.