Using Tags

Modified on Fri, 29 Aug at 11:13 PM


Tags allow you to group documents into collections. This can be helpful when you’re working on a project and have multiple documents to which you want to refer.


For instance, you could have a cluster analysis, a plan, and multiple content briefs all focused on one objective. Give them the same tag and you can quickly find them in the document list. Simply create a filter for that tag.


How to Create a Tag

Here are the steps to creating a new tag.



Click "Tags" in the left rail



Click "Create" to create a new tag



Type in the title of the tag.



Click "Submit"


Add a Tag to a Document


Here are the steps for adding a tag to a document.



Click "Documents" in the side panel



Click the pencil icon



Click the down arrow



Select from the available tags and click the checkmark


Add a Tag to a Topic


Here are the steps for adding a tag to a topic.



Click "Tags" in the side panel



Click the pencil icon



Click the "Add Topics" field and enter a topic



Click "Add topic"

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