What is Tag Mapping?

What is Tag Mapping?

Tag Mapping in Perfect Doc Studio allows users to assign tags to print documents, making it easier to identify and filter them in the Mailroom for printing. This feature helps streamline document management and ensures efficient processing. Users can create and assign up to four tags per document, which must be configured in the Manage Printer Configurations section.

Creating Tags

To create tags for document mapping, follow these steps:
1. Navigate to Manage Printer Configurations
2. Go to the Manage Printer Configurations section. 


3. Click on the TAG MAPPING button. 




4. Click on the ADD TAG button to create a new tag.


5. The Tag ID will be automatically assigned based on the tag sequence.

6. Enter a Tag Name and click Add to save the tag.


7. Once added, the tag will be available for mapping to documents.




Mapping a Tag to Documents

Tags will be included in Sample Format Documents when downloading from the Transactions section. The supported formats are:

  • Excel
  • HTML
  • JSON
Steps to Map a Tag

1. Download a sample format document from the Transactions section. 



2. Locate the TAG column in the downloaded file.


3. Enter the tag word associated with the document transaction in the TAG column.



4. When selecting documents for printing in the Mailroom, users can filter documents based on the assigned tag and send only the relevant ones for printing. 



Editing or Deleting Tags
1. Click on the EDIT button next to the tag you want to update. 



2. Choose one of the following options:
Update the Tag Name: Modify the tag name and save the changes. 



Delete the Tag: Remove the tag from the system permanently.



WarningWarning: Updating the tag name will impact the associated templates.



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