Tagging Multiple Files
Visit the relevant data room
Select the file(s) you wish to tag
Use right click or the action items button to Add tags
Use an existing tag or create a new one and click Save
The tagged files can now be found via search thanks to advanced search and tag filtering.
So for example, if you tag all financial documents with the label "financials", you can search for all files with the tag of "financials" that have been uploaded within the last 90 days to see your most current financials this quarter.
To learn more about document management, visit our collection of articles below!