Quick Start: Adding a Tag to a Document

Tags are coloured labels used to categorise or prioritise documents.

Steps:

1. Open Document & Tag Menu:
   • Open the document you want to tag.
   • Click the Tag icon (tag symbol) near the top left, next to the status.
2. Apply Existing Tag:
   • Click inside the "Select tags..." box.
   • Start typing the tag name or scroll through the list.
   • Click the tag name to select it. You can select multiple tags.
3. Create New Tag (If needed):
   • If the tag doesn't exist, click the + button in the tag menu.
   • Choose a Colour, enter a Name, and click Save. The new tag is created and applied.
4. Save Changes: Click Save at the bottom of the tag menu.

What Happens Next?

The tag(s) appear on the document, providing a visual category. You can filter document lists by tags using the advanced filter options.

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Related How-To Guides:

• Tagging Documents