# Preferences - File to Tag Templates

File to Tag templates provide a means of extracting tagging information from a file's name. The order of the templates in the list controls the order of the Edit>File to tag menu items. You can choose to always keep the list sorted. If you do not keep the list always sorted, you can drag and drop templates to change the order and you can click on the column header to force alphabetic ascending or descending order.

Note that these templates can also be used to extract information from fields as opposed to from filenames. For more information see the File to Tag from Content statement.

Templates can be marked as hidden. When a template is hidden it does not appear on File to Tag template menus. This is useful when a template is used in an action but is not intended to be run directly.

To create a new file to tag template click the + button.

To remove file to tag templates, select one or more templates in the table and click the - button.

To duplicate a template, select a single template in the table and click the ❐ button.

To view and/or modify a file to tag template, select a single template in the table and click the ✎ button. Double-clicking on a template name will have the same effect.

To export one or more file to tag templates so that they can later be imported, select one or more templates in the table and click the ⇒ button. This is a smart export. All Custom Field accesses are exported in such a way that they can be conditionally remapped when imported.

You can preview the effects of a template by selecting a single template and one or more files in the main window. If no errors are detected and changes would be made, you will have the option to perform the file to tag operation immediately. If tag items were identified for extraction, the Log Viewer will display the results.

If you have a File to Tag template that you often use and you want to place it on the toolbar you can do so. Essentially the Action 1, Action 2, ... Action 10 toolbar buttons can be associated with any action. An action consisting of a single File to Tag statement can easily be created. As a convenience you can automatically create the action and associate it with a toolbar icon. From the context menu choose Set as Toolbar Action #. An action named File to Tag: template name will be created and will be associated with the specified toolbar icon. The action will be marked as hidden as there is no advantage to invoke it from the actions menu. A Set as Toolbar Action # menu item with a checkmark implies that the toolbar icon is currently associated with an action.

Additional information can be found in:

The File to Tag Template Editor

The File to Tag Action Statement

The File to Tag from Content Action Statement