Creating Tags for Documents

The term store holds collections of keywords to be used in the site - for example news categories, names of departments, site navigation entries and our Document Type tags.

To access and edit the term store, you will either need to be a SharePoint Administrator. Or you have specifically been given permissions to manage terms. If you have the access you need, you can follow these steps: 

1. Click on the settings cog in the top right corner, 'Site Information',  'Site settings', then under 'Site Administration' click on 'Term store management'.
   
   

2. Under the Site Collection term store, click down to find the term set you want to edit.

   

Adding a Term

1. To add a new term, click on the down arrow next to the parent and select 'Create Term'.

    

   

2. Type in the text for your new term. Once created, you will then be able to see the term available when tagging documents.