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Document Tags

Steven Dozal
Modified on: Fri, 17 Dec, 2021 at 3:47 PM

TABLE OF CONTENTS

Document Tags

Add New Tag

  1. Below Chart tab, click the “+” icon
  2. In the field, begin typing desired tag 
  3. Hit enter on your keyboard and tag defaults to grey
  4. Click Create New Tag and select custom tag color



 

 

  

 

 Add Existing Tag

  1. Below Chart tab, click the “+” icon
  2. In the field, begin typing desired tag 
  3. When a tag matches your search, click tag


 

 

  


 Remove Tag

  1. Click on the tag you want to remove
  2. Click the “x” to finalize removal

 

Note: 

Document Tag Add and Remove are based on Service Organization settings. Contact Administrator for Tag Permissions.

 

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