In this article you will learn how to:
Create Document Tags
Edit/Delete Document Tags
How to Tag a Document
Note: Only an admin has the ability to create Document Tags
Create Document Tags
Go to Settings
Go to 'Employee's on the left side
Select 'Document Tags'
Select 'New Tag'
Type what you want to name they tag
Press 'Save'
Editing/Deleting Document Tags
Go to Settings
Go to 'Employee's on the left side
Select 'Document Tags'
To edit, select the orange pencil, edit as you wish
Press 'Update'
To delete, press the 'x' button
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 dropdown
Click the blue 'Update' button
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