Hi Team,
One of the things I noticed within our document import process is the limited capability to use 'Tags' while marking the document. This could be a nifty feature used to further reduce the information that the user needs to add separately by marking the Tags (i.e. Section names, keywords etc.) based on the current context.
Current Behaviour:
Currently, the option to mark tags during import is available only for excel documents and not for word documents.
The only scenario where the 'Tags' can be used or marked is if the values are entered at an individual record level i.e. if there is info/identifiers within a column or columns in every row (containing the Q&A).
Also, if there is a row having a 'Tag' marked without any Q&A for whatever the reason, then it behaves erroneously marking the previous record with this Tag value even if there is some other value for the Tag within the record.
Even after successfully marking the 'Tags', here again the 'Tags' field is not auto populated within the 'Update Properties' pop up and the same can only be viewed after the import is complete.
Expected Outcome:
Have the capability to mark the Section/Sub Section names, keywords etc. individually as Tags within either an excel or word document.
Once the 'Import' button is clicked, auto populate the 'Tags' field within the 'Update Properties' pop up with the selected values rather than having to enter them separately.
Please let me know if there is something that is already under consideration. If not, happy to detail or discuss the possible use cases.
Created date : 2021-09-29
Votes : 0