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To display the Tag List window at any time, select Window > Tag List.
The Tag List window is automatically displayed for a short time:
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- Select any members of the community and make them into a related group for later processing. See Tagging community records for later use.
- Store a tag list, so that you can keep it for later use by:
- you (private tag list)
- anyone at your organisation (public tag list). See Storing a tag list.
- Load an existing tag list, created by:
- you (private or public tag lists)
- another person at your organisation (public tag list). See Loading a tag list.
- Load a group of community members into your tag list from a spreadsheet. See Loading community members into a tag list from an Excel spreadsheet.
- Load a group of community members into your tag list from a comma-delimited text (CSV) file. See Loading community members into a tag list from a file.
- Extend a private tag list past its current expiry date. See Extending a tag list's expiry date.
- Save the current students in a tag list into an existing class. See Saving a tag list into a class.
- Save the community members in a tag list into an existing constituency. See Saving a tag list into a constituency.
- Run a report for community members who have been tagged. See Running a report on a tag list.
- Link or embed a document so that it is available from the DocMan tab of the selected community members, using a tag list. See Linking documents using a tag list.
- Share a document with several community members using a tag list. See Sharing a document with community members using a tag list.
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