Document Tags

Julie Glass

Modified on: Fri, 17 Dec, 2021 at 3:09 PM

TABLE OF CONTENTS

Document Tags

Document Tags

Add New Tag

Below Chart tab, click the “+” icon
In the field, begin typing desired tag
Hit enter on your keyboard and tag defaults to grey
Click Create New Tag
Select custom tag color
Tag will display

Add Existing tag

Below Chart tab, click the “+” icon
In the field, begin typing desired tag
When a tag matches your search, click tag
Tag will display

Remove Tag

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

Note:

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