Tags are keywords that will help you label your document by subject.

For example, for tax-related documents add a "tax" tag so that you can find all the tax-related documents when you need them.

How do you tag documents?

In the Workspace view, right click (Ctrl+click on MAC) on the document and click "Tags as". You can add as many tags as you like.


In the Document view, click the arrow at the top-right of the screen.


You can add the suggestions by clicking on them, or add your own by typing in the textbox and clicking add. You can also add tags via the More button at the bottom of the screen.

How do we search for a document using the tags?

In the search box, add a # sign before the tag you're interested in.

For example, #taxes.

That way you can find all the documents under the same tag. The # will make sure that you only get documents that are tagged with the searched-for terms. If you search with just the words you will get all documents that have the search terms in the document or tags.

IMPORTANT: Text entered in the Search box, tags or general text, will only search on the documents in the current view. This means that if the buttons to the left of the search box are selected to display just the New Financial documents, the search will only be performed on New Financial documents. Double check these buttons when you search.

Click here to learn how to save your frequent searches for easy searching.