Tagging documents

Tagging is a quick way to filter documents to make it easier to navigate and work in the Document Overview. (Currently it is not possible to tag files in the Storage).

In this article you’ll learn about:

Tags can only be added in documents overview with the Tags tab. After you click on the text field, you can create a tag. To save it, press Enter. Alternatively, you can use an existing tag from the list below the field.

The number of labels used can be found to the right of the name Labels in parentheses (number of labels in the document).

Any amount of tags can be used to label your documents

A tag can be easily removed from the document detail, on the Tags tab. Just click on the "cross" icon of the tag you want to remove. If the given tag is not used in any other document, it will be automatically removed from the list for future use and also from the filtering options in the report.

Used tags are shared across all Documents. This means that if you add a tag for an Order, that tag can also be used for an Incoming Invoice.

Filtering by tags is very simple. Select the folder in the Documents overview that you want to filter and select the tag, or multiple tags, that you want to filter by (at the top of the overview).

To view all tags, click the icon in the upper right corner.

You can see the tags in at individual documents in overview too.

You can find the tag update in the list of actions when selecting documents in the overview.

The dialog will show you two options: Add labels and Remove labels