Set up file tags in Services
Set up file tags to categorize your files in Services. You can also use tags to choose which files people can see in a service type where limited file visibility is set up.
Default file tag groups
File tags are organized into tag groups. Services includes the following default file tag groups:
Lyrics & Chords: This group contains tags for each type of file you can create in the Lyrics & Chords editor (Capo Chart, Chord Chart, Lyrics, Number Chart, and Numeral Chart). These tags cannot be deleted, but you can add your own custom tags to the group.
You must enable these tags before you can use them. Charts you create in the Lyrics & Chords editor automatically receive the matching tag from this group.
Rehearsal Mix: If you've enabled the RehearsalMix integration, Rehearsal Mix tags will automatically be created and grouped into a tag group for you.
Important
RehearsalMix tags only appear if you've set up the RehearsalMix integration in your account.
You can create new tag groups for any tags that don't fit these categories. Check out the Manage tags in Services article to learn how.
Enable Lyrics & Chords tags
Choose which tags you'd like to use from the default Lyrics & Chords tag group.
Important
You must enable Lyrics & Chords tags before you can assign them to positions using the limited file visibility setting.
If you don't enable any tags, the Lyrics & Chords header still appears in a position's File visibility dropdown, but you won't see any tags to choose from.
Select the Songs or Media page from the top navigation in Services.
Select Actions in the top right.
Choose Edit Tags.
Select the File tab.
In the Lyrics & Chords tag group, select the ✏️ edit icon next to the tag you want to enable.
Check the Enabled box in the popup.
(Optional) Enter any additional keywords you'd like to use for the auto-assign feature.
Select Save to finish enabling the tag.
Create new file tags
You can add new file tags to any existing tag group, including the default tag groups.
Select the Songs or Media page from the top navigation in Services.
Select Actions in the top right.
Choose Edit Tags.
Select the File tab.
Enter the new tag's name in the Add tag field below an existing tag group.
Select the ➕ plus icon to create the new tag.
(Optional) In the popup that appears, use the following fields to edit the tag's keywords:
Auto-assign when filename contains: The tag will be assigned to any files that have the keywords in this field. The tag name is automatically added as a keyword.
Unless file name also contains: The tag will not be assigned to any files that have keywords in this field.
Select Save to finish creating the tag.
Assign file tags
You can assign a tag to a file when you create, upload, link, or edit a file.
It's best to assign each file to only a few tags. You can set up to 15 tags per file, but if you're assigning one file to more than a couple of tags, there's usually a more efficient way.
For example, an orchestra with 20 instruments might have 20 tags, one for each instrument. If you want all instruments to see the main rhythm chart using limited file visibility, you could assign that file to all 20 tags, but that takes a long time for each file. Instead, use one shared tag:
Create a file tag called Rhythm Chart.
Assign the Rhythm Chart tag to your 20 instrument positions.
When you upload a rhythm chart, assign it only to the Rhythm Chart tag. All assigned instrument positions can see it.
Tip
If you want everyone to see a file, don't assign it to any tags. Just leave it blank, and everyone can see it.
Filter files using tags
Once you've set up file tags, use them to filter the Files page. You can filter the Files page by tag or tag group.
Select the Songs or Media page from the top navigation in Services.
Select Actions in the top right.
Choose Manage Files from the dropdown to open the Files page.
Select Filter in the top left.
Select the Tags tab.
Use the tabs to choose whether to Filter By Tag or by Tag Group.
Choose which tags or tag groups to include in your filter, depending on which tab you selected:
Filter by Tag: Use the dropdowns to choose which tags to include from each tag group. Check the boxes in the With section to include a tag in your filter. Check the boxes in the Not section to exclude that tag from your filter.
Select Any at the top of a dropdown to include all tags from the group in your filter, or select None to exclude all tags from the group.
Filter by Tag Group: Check the boxes next to the tag groups you'd like to include in your filter.