Document Tags

Tags provide a second, more flexible way to find documents. A category might describe the document type, while tags can describe a project, year, region or subject.

Manage tags under Customers > Customer Documents > All Document Tags and assign them in the document form. Customers can use them to narrow the My Documents list.

Keep the vocabulary short and consistent. For example, use one agreed tag such as safety-data rather than creating several spelling variations. Tags are also supported by the Import/Export package.