Adding File Tag Sets

The first step in using file tagging is to add a file tag set. Each tag set stores possible tag values and their comments for one tag type (e.g., an "Author" tag set only contains author names, and a "Status" tag set only contains status names). A factory tag set template is available with pre-designed tag types ("Author" and "Status"). However, you can create custom tag types for any purpose you can think of.

A file tag set has an .flfts extension and is stored in the Project Organizer under the Advanced folder.

How to Add a File Tag Set

1. Do one of the following, depending on the part of the user interface you are using:
   • Ribbon Select Project > New > Advanced > File Tag Set.
   • Right-Click In the Project Organizer, right-click on the Advanced folder and select Add File Tag Set from the context menu.

   The Add File dialog opens.

2. In the File Type field at the top, make sure File Tag Set is selected.
3. In the Source area, choose to create the new file based on a template or an existing file.
   • New From Template Choose either a factory template file or one of your own custom template files as a starting point. The new file will take on all of the settings contained in the template. If you want to use the factory template provided by Flare Desktop, expand the Factory Templates folder and click on a template file. If you want to use your own custom template file, expand the appropriate folder and click on a file. See Templates.
   • New From Existing Choose an existing file of the same type as a starting point for your new file. As with template files, your new file will take on all of the settings contained in the file you select. To use this option, click , use the Open File dialog to find a file, and double-click it.
4. (Optional) If you want to place the file into a subfolder previously created in the Content Explorer or Project Organizer, in the Folder field click and select the subfolder. Otherwise, keep the default location. See Creating Subfolders.
5. In the File Name field, type a new name for the file tag set.
6. In the Tag Type field, enter a category. For example, if you want to use the file tags to track the progress of each topic in your project, you might give it a tag type called "Status."
7. (Optional) If you want to apply condition tags to the file, expand the Attributes section at the bottom of the dialog. Next to the Condition Tags field, click and select the conditions you want to apply. Click OK. See Applying Conditions to Content.
8. (Optional) If you want to apply file tags, expand the Attributes section at the bottom of the dialog. Next to the File Tags field, click and select the file tags you want to apply. Click OK. See Associating Tags With Files.
9. Click Add. The file tag set is added to the Advanced folder in the Project Organizer. The File Tag Set Editor opens to the right.

What’s Next?

Now that you have added a new file tag set, you can create file tags for it. See Creating File Tags.