In this article you will learn how to: 

  • Create Document Tags
  • Edit/Delete Document Tags
  • How to Tag a Document 

Creating Document Tags

Note: Only an admin has the ability to create Document Tags

  1. Go to Settings
  2. Go to 'Employee's on the left side
  3. Select 'Document Tags'
  4. Select 'New Tag' 
  5. Type what you want to name they tag
  6. Press 'Save'. 

Editing/Deleting Document Tags

  1. Go to Settings
  2. Go to 'Employee's on the left side
  3. Select 'Document Tags'
  4. To edit, select the orange pencil, edit as you wish
  5. Press 'Update' 
  6. To delete, press the 'x' button

How to Tag a Document 

  1. Go the the Employee's profile
  2. Go to 'Documents' tab
  3. Select the document you want to tag
  4. Press the orange pencil button
  5. Select tag drop down
  6. Press 'Update'

Other Related Articles:
Employee Documents

How to email all of your Employees via Bizimply

Quick Edit Employee Profiles


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