Organizing documents with tags

Tags can categorize and organize your documents. Once a document is tagged, the search and filter features will help you rapidly find the documents associated with the tags.

You can assign multiple tags to a document, helping you create flexible document groups based on vendors, categories, projects, locations, use cases, processing status, or anything else!

Adding tags to a document

  • In the Document or Tasks view, select a document and click the Tag button



  • Select the tag from the list and click Apply to apply the tag

Creating, updating, and deleting tags

Tags are managed in the My Tags page,

To access My Tags

  • Click the settings cog in the right-hand corner of the window and select My Tags.

NOTE: Access to these features will vary on your permissions. Check with your company’s administrator for more information.

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