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Tagging files

The user selects from the area's tags in the Tags section of the detail panel, or creates a new tag with a colour and icon; they select multiple files and tag them collectively using Tag. Details: SmartFiles features.

  • User
  • Read and Note permission in the area

How to tag files?

The user selects from the area's tags in the Tags section of the detail panel, or creates a new tag with a colour and icon; multiple files can be selected and tagged collectively using Tag. Who can do this: User; Permission to Read and Note in Area. Tags appear on the file card. Tags belong to the storage area; each area has its own tag list.

Steps

  1. Click the file; scroll down to the Tags section in the details panel 1.

  2. Select a label from the list or type Label name, choose a colour and icon, then click Create and assign.

  3. For multiple files, select the files and click Tag at the top.

Labels and associated files on the General tab
  1. 1Select from the area's tags or create a new one
  2. 2Bind the document to another document
With demo data.
"Result Tags appear on the file card.
"Tip Tags belong to storage areas; each area has its own tag list.

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