Smart tags for documents

Easily track changes made to your documents using smart tags. Smart tags simplify your workflow by allowing you to see what actions have been performed to your documents. What is more, you can use smart tags for filtering searches for documents.

There are two types of smart tags:

System
Custom

Below is a detailed description of each tag and their meaning.

System tags

System tags are automatically assigned to your documents once certain actions have been performed.

Uploaded

Once a new document is uploaded to the Documents tab, it is automatically marked as Uploaded.

Merged

After several documents have been merged into a single document, it will have the Merged tag.

Custom tags

Assign documents your own tags that will help you to organize them in groups and easily track all actions performed with them.

Let’s have a look at how to add custom tags to your documents:

Choose the document you’d like to mark with a custom tag and click +Add Tag.

In the Select tags to add pop-up, select a color and enter a name for the new tag. If you’ve previously created custom tags, you can choose a new tag from the existing tags.

Add as many as tags as you need by separating them with a comma or pressing Enter on your keyboard.

When finished, click Save changes.

The tags you’ve added will be automatically assigned to your documents.

Apply tags

Easily locate your documents by searching for them using smart tags as your criteria. Simplify your workflow by organizing them into groups using both system and custom tags. Let’s look at how it works:

In the Documents tab, click Show all tags.

Choose the tags you’d like to include in your search by checking the boxes next them.

To unselect a tag, click the minus icon.

When finished, click Apply.

The list of documents will be automatically filtered according to your search criteria.