Similar to folders, but not mandatory, Tags can be used to categorise the documents in your account. More than one Tag can be applied to a document, and although not compulsory, can be very helpful if you intend to create a significant number of documents.
💡 A Tag can be selected from your admin homepage, which will take you directly to the documents that use it.
How to create a Tag
Select Documents from the main menu followed by ‘Settings’.
Select ‘Tags’.
Select the ‘Add’ button.
Enter the name for the Tag followed by the ‘Save’ button.
Any Tags you add will then be available to assign to a document in your account.
How to assign a Tag
Navigate to a document and select the ‘Details’ tab.
Any Tags available will appear just below the Document URL.
Select the checkbox for any Tags you would like to assign to the document.
Select the ‘Save’ button.
💡 Un-tick a checkbox to remove a Tag. Don't forget to save your changes!