Adding document tag(s) enables you to search and retrieve your documents easily.

  1. Hover over a document and select KebabMenu.webp > Tagsicon.webp Tags. (Optional) Right-click the document and select Tagsicon.webp Tags, or open the document and select KebabMenu.webp > Tagsicon.webp Tags.
    The Tags for (document name) screen is displayed with Assigned Tags field.

  2. Select Add.
    A text box is displayed on the Assigned Tags.

  3. Enter a name for the new tag you are creating.

  4. Select Save

  5. If you want to add additional tags to the same document, select Add again, enter a name for the new tag you are creating, and select Save
    Repeat this process until you have added all the tags that must be associated with your document. 

  6. Select Close.