Tagging Multiple Files

You can tag one or a selection of files at once to make it easy to find via search

Alex Zito avatar
Written by Alex Zito
Updated over a week ago

Tagging Multiple Files

  1. Visit the relevant data room

  2. Select the file(s) you wish to tag

  3. Use right click or the action items button to Add tags

  4. 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!

Did this answer your question?