Article ID: 8143

Saving Results to a Tag List

Take the following steps to save the results to a Tag list:

  1. Run a search.
  2. Tag the records you want to save to a tag list.
  3. Click Process Change Icon and select Save Tagged to open the Saved Tag Records Lists window.
  4. Click Add Icon to open the Add Tag List window.
  5. Select Program Level or User Level as the type to add.
  6. Click OK to open the Saved Tag List Name window.
  7. Enter a name for the tag list in the Name field.
  8. Click OK to save the tag list and close the Saved Tag List Name window.
  9. Click Close to close the Saved Tag Records Lists window.
  10. Click Close to close the Document Search window.