Item Tagging / Statuses

Posted about 2 years ago by Mark Callahan

To assist with the management of data and collaboration Boxes, Folders and Files can be assigned statuses. By tagging items in this way it is possible to:

  • Progress items along steps of an existing workflow
  • View only files of a particular status
  • Export only files of a particular status

To assign a status to an item:

1. Click the options button on a Box, Folder or File

2. Select Box/Folder/File Info from the drop-down menu

3. From the window that appears on the right of the page click the drop-down menu below Box/Folder/File Status, select your desired status and hit Update

4. Alternatively, this can be done on a file-by-file basis from within Smartview by clicking the File Status drop-down

To filter items by status

1. From within a Box click the filter button in the left-hand side of the toolbar

2. From the drop-down menu hover over Filter by status and select your desired status to only view relevant data

To export items according to status

1. From the download wizard select Only with tag and then your desired status from the drop-down in the Files step

2. Only files with your selected status will be collected for export

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