Tags help you classify or identify documents into different types. Using tags, you can classify your documents into contracts, proposals, quotes, etc. After you create a document, you can choose a tag from a list of previously created tags or you can create a new one on the fly. You can create custom tags that suit your organizational needs.
To create a new tag, do the following:
On the Documents page, hover over the document item for which you want to select or modify the tag.
Hover and click on the tag item as given in the image.
Click Manage Tags.
Enter the new tag name in the Add New field.
The new tag is created and added to the list. Once you create a document, the document will be listed on the All documents page. Hover the mouse over the document, click the down arrow next to Tags and select the tag you want to assign for the document.
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