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File & link keywords

File & link keywords help identify and locate files and links in Visma Severa. When a file or link is added to a case, one or more keywords can be used to tag the file or link. Keywords are selected from a pop-up list or added on the fly.

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For successful use, keywords should be managed by an administrator who specifies what words are in use and removes unwanted or duplicate words. Keywords are located, viewed and edited through Tools > Settings > File & link keywords.

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The File & link keywords page contains a table which lists all keywords, along with the number of files and links that are tagged with that keyword. Keywords can be added, edited or deleted. Keywords added on the fly in a case also appear in the table. Click the “Tags:” link to open a page listing all files and links which use that keyword. Keywords must be disabled before they can be deleted.

 

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