Configuring quick tagsTopic number: 1476198163123

To link keyword attachments to studies from the List or Search area, configure quick tags.

You can configure order- and study-level keywords as quick tags.

To configure quick tags
  1. Select Tools > Options. Under Lists, switch to the Quick tag tab.
  2. Select a keyword category.
  3. Select a keyword value.
  4. Select a location: Toolbar, Context menu, or both.

    If you select Toolbar, the tag appears on the top toolbar when one or more studies or tasks are selected in the List and Search area.

    If you select Context menu, the tag appears in the context menu after right-clicking one or more studies or tasks in the List and Search area.

  5. To change the order in which tags appear in the List or Search area, select the tag and click Move up or Move down.
  6. From the Save new options for list, select User, Desktop profile, or This session only.

    User is the default; it sets the options for this and future sessions. Desktop profile, if available, set the options for all users of that desktop profile, except where overridden by user options.

  7. Click Save or Save & close.

Keyword attachments are configured by your administrator. If the administrator deactivates a keyword, it can no longer be used as a quick tag.

Required permissions:
  • Can add order level attachments
  • Can add study level attachments
  • Can change options for themselves only, Can change options for desktop profile or user level, or Can perform clinical setup
  • Can view order level attachments
  • Can view study level attachments

(For more on permissions, see Security roles: Concepts.)