In this article, you will learn:
How to Create Document Tags
How to Edit/Delete Document Tags
How to Tag a Document
Please note: This feature is part of the Documents, Notes & Feedback app as part of HR Management Suite. Only an admin has the ability to create Document Tags.
How to Create Document Tags
Sign into bizimply.com as an Admin
Click name/email address at top right of screen
Select 'Settings' from the drop down menu
Go to 'Employees' on the left side
Select 'Document Tags'
Select 'New Tag'
Type what you want to name that tag
Press 'Save'
Editing/Deleting Document Tags
Follow steps 1-5 above
To edit, select the orange pencil, edit as you wish
Press 'Update'
To delete, press the 'thrash can' button as seen below
How to Tag a Document
Go the employee's profile
Go to the 'Documents' tab
Select the document you want to tag
Press the orange pencil button
Select tag in the tag dropdown
Click the blue 'Update' button
Related Articles:
Employee Documents