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
- 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 the Employee's profile
- Go to 'Documents' tab
- Select the document you want to tag
- Press the orange pencil button
- Select tag drop down
- Press 'Update'
Other Related Articles:
Employee Documents
How to email all of your Employees via Bizimply