Tags

Tags are optional labels you can assign to documents (e.g. invoice, contract, important) to improve organization and filtering.

Admin

• Manage tags: Customers >Customer Documents > All Document Tags
• Assign tags when editing a document: Customers >Customer Documents > All Documents

Customer Experience

• Customers can use tags as a quick filter in My Documents to find relevant files faster.
• Recommended: keep tag names short and consistent (for example invoice, contract, sds).

Import/Export

The Import/Export add-on supports a tags column (comma-separated) in CSV.

See: Import/Export Add-On