Using Tags for Document Collaboration

Tags provide a powerful way for users to organize and collaborate on documents within a project. With tags, you can assign meaningful labels to documents, making it easier for team members to locate, categorize, and manage files efficiently. This article covers how to add, remove, and search for tags in your project folders.

Adding a Tag to a Document:

Tags can be added to documents to provide context, organize them by topic, or track their status. Follow these steps to add a tag to a document:

1. Open the project folder containing the document you want to tag.
2. Locate the document in the folder.
3. Click the "Add Tag" button next to the file name.
4. Enter the desired tag name in the input field.
5. Click "Check" or press Enter to save the tag.

Repeat these steps to add multiple tags to a single document if needed.

Removing a Tag from a Document:

If a tag is no longer relevant, it’s easy to remove it:

1. Open the project folder containing the document.
2. Locate the document with the tag you wish to remove.
3. Click the "X" button next to the tag name to delete the tag.

The tag will be removed immediately, and the document will no longer be associated with that tag.

Searching for Documents Using Tags:

Tags make it simple to locate specific documents within a project. Here’s how to search for documents by tag:

1. Open the project folder where the document is located.
2. Click the "Search" button to open the search filters.
3. From the "All Tags"dropdown menu:
   • Type the name of the tag to narrow your search.
   • Alternatively, browse the dropdown menu and select the desired tag.
4. The document list will automatically update to show only the files associated with the selected tag.

Use this feature to quickly access all documents related to a particular tag.

Best Practices for Tags:

• Consistency is key: Agree on a standard naming convention for tags with your team to ensure everyone is on the same page. For example, use tags like "Draft," "Final," or "Needs Review."
• Keep tags concise: Use short, descriptive names to keep your tags manageable and easy to understand.
• Collaborate effectively: Encourage team members to use tags to signal a document's status or relevant context, enhancing transparency and productivity.

If you have additional questions or need help, please contact us at [email protected].

Tip: For detailed instructions on the project section, click here.