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Customizing File Tags
Customizing File Tags
Liscio Support avatar
Written by Liscio Support
Updated over a month ago

Tags help organize files and make them easy to find. Clients can use Tags to quickly filter files in Liscio, and you can filter by Tags on the Files page to locate what you need efficiently

Note: System Generated Tag cannot be edited or removed.

System Generated Tags include:

  • Invoice

  • eDocs

  • Client Upload

  • Liscio Vault

To create your own Tags or edit existing ones:

1. Go to the ellipses (three dots) in the lower left corner.

2. Click Admin.

3. Click Preferences.

4. At the top, switch to the Tags tab.

Here, you can add Tags (+Tag), delete, sort order, and view how many files are associated with each tag.

Note: Changes to your Tags list are not always immediate and can take a few minutes to reflect across your site.

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